Evans and Partners Managed Accounts offer a comprehensive investment administration platform that delivers consolidated portfolio reporting. This allows investors to tailor an individual portfolio from a menu of model portfolios managed by Evans and Partners.
The benefits of Evans and Partners Managed Accounts are:
- the investor retains beneficial ownership of the underlying investments
- full transparency of underlying investments
- ease of administration
- effective tax management of investments
- customisation of individual portfolios
- full audited portfolio reporting, including tax
- online up-to-date access to investments.