Financial Advisers | Elston Financial Solutions

Separately managed accounts

The Elston SMA is designed for investors who require professional investment management, with the flexibility and transparency of direct asset ownership. Elston is one of Australia's largest providers of managed account solutions currently managing over $2.2bn in assets on behalf of investors across Australia. We bring deep experience and a disciplined investment process as the manager responsible for constructing both Australian equity and multi-asset class portfolios and the ongoing monitoring and rebalancing of these portfolios to a set strategic asset allocation.

Tailored SMA solutions

If your firm would like to create a bespoke SMA solution leveraging Elston’s investment expertise, Elston can work in strategic partnership with you to build a private label managed account offering across some of Australia's leading wrap platforms. This approach can lead to great outcomes for your clients and also deliver significant scale and efficiencies for your business.

Australian Large Companies Fund

With seven years of ASX100 specialisation, Elston is proud to offer The Australian Large Companies Fund, a fund with focus. We focus on the detail that can deliver opportunities. We focus on a balance of value and growth in the portfolio. And we focus only on the big end of town, never drifting down into the ASX200 or ASX300. We are true to label.

An award winning investment team

The Elston Asset Management investment team consists of nine investment professionals and is led by the four portfolio managers: Andrew McKie, Bruce Williams, Justin Woerner and Leon de Wet.

Elston recently won the Australian Equities category at the national IMAP Awards against some respected competition. This kind of recognition is no small part due to Elston's robust investment process, and the skill and discipline of the Elston investment team. Our team of 9 has a an average of 20 years industry experience and over 7 years working together as an investment team.

Meet the team

Our investment approach

We believe that the most effective way to achieve true diversification from traditional markets is through actively managing portfolios, and taking a disciplined approach. The tenets of our investment philosophy are:

Protection of capital

Balancing value and growth drivers

Investment discipline

Tax aware investment approach

Focus on long term returns

Genuine portfolio diversity

Low tolerance for illiquidity

Proactive investment communication

Model portfolios

Over seven years, Elston has established a strong track record across a range of portfolios available through a number of Australia's leading wrap platforms. Performance data, costs and platform availability can be viewed in detail on our model portfolios page.

Elston Australian Equities

Elston High Growth

Elston Growth

Elston Balanced

Elston Moderate

Elston Conservative