Aro Asset Management

Advisor Investment Solutions

Tailored Solutions for Advisors

Aro Asset Management is a boutique investment manager specialising in Australian equities and tailored solutions, including centalised Investment processes. 

Aro provides consulting to planning firms in regards to their investment processes. Aro also manages funds on behalf of family offices, institutions, individual investors on behalf of their advisors with a focus on long-term outcomes for its investors. 

Aro’s focus and vision is to build long term, trusted relationships by providing value-based outcomes for both advisors and their clients.

Investment solutions for financial planners, firms and dealer groups.

Aro provides solutions to planners who are looking to implement their own investment proposition in an efficient and cost effective way. Designed to grow with the business and understanding all businesses are different, Aro can tailor a solutions for firms, big or small. Thsi can range from “of the shelf” SMAs, white labeled SMAs to fully integrated in-house asset management.

Managed Portfolios

Aro manages a number of portfolios, which have outperformed their respective peer groups since inception. The portfolios include an Australian equities portfolio, along with 3 multi-asset portfolios, comprising a combination of direct shares and managed funds.

Centralised Investment Proposition

A CIP is a standardised investment approach that enables you to offer a comprehensive, consistent and value adding investment solution to all of your clients. It frees up your time from starting afresh with every client, product picking and dealing with multiple product providers, and instead enables you to focus on the real value-added client specific activities that only a true client-facing adviser can provide.