Multi-Asset SMAs - Elston Managed Account Solutions

Elston has a 12+ year track record and is one of Australia’s largest providers of SMA and IMA solutions. Options range from a direct Australian Equities SMA through to full risk based multi-asset class SMAs.

From analysis through to implementation, Elston’s investment process has been consistent and repeatable for over 12 years.

Bruce Williams Elston Co-Founder & Portfolio Manager

Managed Account Specialists

Elston SMAs are a highly evolved offering that have been fine tuned over 12+ years. Not only do clients enjoy the benefits that come with increased direct asset ownership, Elston provides active investment management at a price that’s often associated with a more passive approach.

Elston offers a range of multi-asset, risk based “Flagship” and “Income Series” SMA models, available through some of Australia’s leading wrap platforms.

Elston Income Series">

Elston Income Series

For investors who are seeking more certainty with income, especially in the drawdown phase of retirement. the new Elston Income Series is a welcome innovation. With a flexible, dynamic approach, the series seeks to maximise income through targeted re-weighting and active management of direct Australian equities, combined with specialised unitised and ETF strategies.

Read Flyer

Keeping clients in the loop

Because managed accounts provide true transparency, clients can see what’s happening in portfolios. But they also need to know why changes are made. That’s why our timely updates via email and SMS are often supplemented by videos and webinars.

What do other advisers say?

Some of the advisers we’ve worked with were kind enough to jump on camera and talk about what it’s like to work with Elston. If you’ve got a couple of minutes, it’s worth watching just to see how they see the relationship and how it’s helped their business.