Portfoliometrix

Portfoliometrix funds are managed by a collective of specialists, each with deep expertise in their respective areas. This approach contrasts with relying on a single generalist, ensuring that every aspect of your portfolio is handled with precision and specialist insight for optimal performance.

At McWalter Financial & Advisory, we believe in delivering investment solutions that align with our ethos of balance, precision, and long-term success. Here’s why we entrust PortfolioMetrix as our discretionary investment manager.

Strategic Focus on Asset Allocation

PortfolioMetrix emphasizes strategic asset allocation, which drives over 90% of portfolio performance, ensuring your investments are built on a solid foundation.

Sophisticated Portfolio Design

Using advanced optimisation methodologies, PortfolioMetrix combines market insights with tailored views to create portfolios optimized for stability and growth.

Cost-Efficiency Without Compromise

PortfolioMetrix seamlessly blends passive investments for efficiency with active management where it enhances returns, delivering a refined balance of cost and performance.

Tailored Risk-Return Balance

Their Wealth Explorer™ tool models long-term risk and return expectations, ensuring that portfolios align with your unique financial goals and capacity for risk.

Stringent Fund Selection

PortfolioMetrix applies rigorous criteria to select funds with high active share, strong operational integrity, and excellent performance potential.

Diversification That Works

Their evidence-based approach ensures portfolios are diversified across asset classes to reduce risk while maximizing potential returns.

Transparency and Clarity

Through clear communication tools and reporting, PortfolioMetrix makes it easy for us to explain how your investments are performing and why.

Alignment with Your Long-Term Goals

PortfolioMetrix’s focus on consistency and disciplined investment strategies ensures that portfolios are managed with your best interests in mind, allowing us to deliver peace of mind and sustained growth.

By partnering with PortfolioMetrix, McWalter Financial & Advisory ensures your investments benefit from specialist expertise, advanced portfolio design, and a disciplined, cost-efficient approach. Together, we provide you with a seamless, professional investment experience, allowing you to focus on your goals while we focus on achieving them.

For more information about Portfoliometrix, please click the button below to visit their website.