Model Portfolios Service (MPS)

Our Model Portfolio Service (MPS) allows partners and financial advisors to offer low cost, no minimum, US compliant portfolio solutions. Portfolios for institutional members only.

MPS Service Inquiry

MPS Brochure

Fact Sheets

USD Portfolios

EUR Portfolios

GBP Portfolios

Bespoke Models & UCITS

We also offer UCITS models for non-US connected individuals and bespoke portfolios for advisors and their clients, ranging from equity only and exotic alternatives and hedge funds. Get in touch with us to see how we can help.

Diverse Investment Solutions

Our expert fund managers and analysts can help you find the right portfolio for your clients making sure it's the right fit for them.

All our portfolios are directly available on the following platforms.

Morningstar Wealth Platform

DF-Direct

Interactive Brokers Money Manager

Can't find something off the shelf?

Contact us to discuss our bespoke portfolio services and custom client mandates.

Strategic Core Plus Satellite

Benefit from the strategic approach we take to investing your money, which is guided by the careful oversight of our Investment Committee and Research Team.