Evans and Partners Managed Accounts provides a comprehensive investment administration platform that delivers consolidated portfolio reporting and allows investors to tailor an individual portfolio from a menu of Model Portfolios managed by Evans and Partners Pty Ltd.
The benefits of Evans and Partners Managed Accounts
- 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 on investments.