WP Invest is a boutique investment consulting firm.
Offering the following services:
- Independent support for financial advisors and controllers of investment portfolios
- Portfolio strategy and management
- Asset consulting
- Market assessment and asset allocation
- Asset selection, including fund manager assessment and selection
- Expert or second opinion
Offering services to:
- Independent financial advisors
- Superannuation funds
- Investment pools
- Family office
- High net worth individuals
Offering roles including:
- Consulting services to independent financial advisors, including investment governance support,
- Development and maintenance of portfolio strategy, asset allocation, asset selection for model portfolios and managed accounts, including APL's,
- Independent member of investment committees and boards.
