Isaac Poole's Contact Details

Isaac Poole's Company Details

The Portfolio Advisory Service

Level 7 Melbourne, N/A, AU • 5 - 9 Employees
Financial Services

The Portfolio Advisory Service - PAS - is focused on great investment solutions and outcomes. Our history dates back to 2018 and our presence has grown across Australia and Asia.We provide multi-asset portfolios. These available in Australia via SMA and MDA and in Hong Kong via discretionary managed accounts. Our managed solutions have delivered exceptional risk-adjusted returns for clients across the region over the past three years. We provide advisory services. This includes advising across the entire investment process and governance framework. We can help build an investment philosophy. We can build and sit on an investment committee. We can construct and manage bespoke portfolios. Our broad, deep experience lets us be flexible and aligned to your needs.We provide research. Our team are experts in economic, asset and manager research. Our team includes Shane Hawke, one of Australia's most experienced and successful manager researcher and selectors. We have provided asset allocation and capital market views to some of the largest asset owners in the world .We understand your needs. We have worked directly with retail and wholesale clients. We have worked with financial advice and wealth management practices across the region. We have worked with government agencies, endowments, family offices and sovereign wealth funds. Our expertise and experience allows us to understand your needs and tailor our service to meet your objectives.