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Implemented Consulting

Fiducian offers on a select basis, high quality bespoke portfolio services to institutional groups, charities or high net worth individuals and family trusts.

Our service includes the establishment of strategic asset allocation benchmarks and implementation of ongoing Tactical Asset Allocation to add value within any stage of the economic cycle.

Integral to our process is the ongoing qualitative and quantitative manager research that enables proactive manager selection. Once implemented, existing selections are also continually monitored to ensure investment decisions are optimal.

Periodic reporting and regular presentation from our Investment Team ensures a high level of consultative service.

For more information on Fiducian Implemented Consulting services please call Conrad Burge on 02 8298 4600.

The information on the Fiducian website is not intended to be a recommendation, offer, or invitation to invest. Any advice is general in nature and does not take into account your investment objectives, financial situation and particular needs. You should consult your Financial Planner for advice and consider the disclosure document for each product before making investment decisions.

Fiducian Services Pty Limited ABN 41 602 437 892 on behalf of Fiducian Portfolio Services Limited RSE L0001144, and Fiducian Investment Management Services Limited AFSL 468211

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