Our portfolio construction is offered on a non-discretionary basis meaning every decision is talked through with you and approved by you, the client, before any action is taken. Each account is set up to address your specific goals.
We develop a tailored and holistic financial strategy built around your objectives, current financial position, cash flow and risk appetite to help you achieve your specific financial goals. The customised financial strategy will be developed through extensive research and insights into financial markets and conditions, ever-changing regulations and tax system.
Investing guru Peter Drucker famously said, “If you can’t measure it, you can’t manage it.” If you don’t measure, then how do you know how you are doing? Our clients have comprehensive reporting of all activities in their account, all the tax information and account performance net of fees. This is done on using the technology from Praemium. View the client Praemium reporting login page.
With a Separately Managed Account we can use a broad choice of 350+ domestic and international portfolios managed by some of the world’s top money managers. We can also include individual domestic and international listed securities, Exchange Traded Products (ETPs) and more. Customisable with position locks, holds and substitutes we can use ESG filters to tailor to ethical considerations.
At Ekos, we believe in transparency and simplicity…especially when it comes to fees. We charge only one fee for advice. Included in this fee however, are fees for trade execution, platform reporting, custody and administration. This means that you can rest assured that you are getting the best advice free of conflict…you won’t get a phone call advising you to buy or sell something because we get paid a commission.
Our fee structure is designed to align our interests with those of our clients. We are focused on long-term relationships with our clients, and our fee structure is designed to reflect that. We do not charge any commissions or tack on extra hidden fees, so you can trust that our recommendations are always in your best interest.
We work closely with your other professional advisers as we believe that estate and tax planning are essential components in your overall wealth management
At Ekos, we are committed to providing our clients with transparent and comprehensive wealth management services that align with their unique goals and objectives. Contact us today to learn more about our fee structure and how we can help you achieve your financial goals.