Asset Consulting
Quality advice for a
secure retirement
We provide independent asset consulting to help our clients make confident, well-informed decisions in the best
interests of their members.
Our advice is aligned to your mandate; unbiased, disciplined and free from distraction. We take a long-term view,
focusing on sustainability, sound stewardship and strategies designed to endure through changing markets.
With experience you can trust and a commitment to partnership, we support you through change and help
secure a stronger future for your retirement fund.
Our Philosophy
How we guide you
01
Investment objective driven
Investment objective driven
We start with a clear needs analysis. It helps us understand the goals your fund aims to achieve. Objectives can be set at portfolio level, in absolute terms or relative to peers, depending on your mandate.
02
Pragmatic independence
03
Life stage approach
04
Active and passive investing
05
Investment performance
06
Outcome based investing
07
Sustainable investing
01
Investment objective driven
We start with a clear needs analysis. It helps us understand the goals your fund aims to achieve. Objectives can be set at portfolio level, in absolute terms or relative to peers, depending on your mandate.
02
Pragmatic independence
03
Life stage approach
04
Active and passive investing
05
Investment performance
06
Outcome based investing
07
Sustainable investing
Independent advice.
Long-term focus.
Comfort and trust
Trusted advice. Strong relationships. Confidence and security for trustees.
Proven experience
Trusted expertise. Diverse experience. Quality advice you can rely on.
Research capability
Insightful research. Strategic thinking. Recommendations built to last.
Our investment advice process
The Otto1890 Way
Determine investment objectives
Investment strategy design
Manager research and blending
Strategy implementation and assessment
Investment policy statement development
Regular monitoring and reporting
Annual investment strategy review
Continuous advice process
Implemented consulting solutions
Otto1890 BCI Horizon Multi Managed Diversified Growth Fund
This fund is designed to deliver moderate to high total returns over the long term.It aims to grow capital by investing across a range of asset classes.
How we work
Our investment advice
process
- Determine investment objectives
- Investment strategy design
- Manager research and blending
- Strategy implementation and assessment
- Investment policy statement development
- Regular monitoring and reporting
- Annual investment strategy review
- Continuous advice process
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Need more information?
If you have questions, leave your details, and we’ll give you a call to guide you through.