How can we help you?
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.
Regular Webinars and information days
Aro provides quarterly update webcasts that can be offered to clients, and access to the underlying fund mangers as required. This adds to the client experience without the added burden to advivors.