Vertex Investment Services is an Australian asset consulting firm built for advice practices. We work with principals, CIOs, and investment committees to strengthen how investment decisions are made, implemented and maintained.

Our work spans seven service pillars: governance frameworks, portfolio design and review, managed account implementation, manager research and due diligence, investment committee support, monitoring and reporting, and transition planning.

We work with advice firms from 5 to 50+ advisers, licensees at any stage of maturity, and investment committees that want additional structure, capability or oversight. Most firms engage us because the investment function is consuming principal and adviser time that should be spent on advice and clients. We provide the structure, reporting and committee support that reduces that burden.

Vertex was established drawing on the investment capability and experience built through Akambo, which has more than $6 billion in funds under management and over 15 years of managed account experience in the advice industry.

To discuss your investment governance or operating model, visit our website or contact our team.

Vertex Investment Services

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Vertex Investment Services

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