Simplisiti Multi-Manager Solutions

Dots Brown
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Staying true to our investment philosophy, Simplisiti offers a tailor-made, multi-manager investment solution for independent financial advisors. We carry the full Category II risk for investment mandates.

Both brokers and advisory houses can structure branded, multi-manager (WRAP) solutions through Simplisiti Asset Management. The mandates can be structured to serve the unique investment objectives of your clients.

What is included in our holistic solutions?

  • Due diligence on a selection of funds

  • Quarterly investment committee meetings

  • Monthly Multi-Manager Minimum Disclosure Documents (Fund Fact Sheets)

  • Rebalancing of underlying investment funds within mandate

Currently our solutions are available on more than one investment administration platform (Glacier, Allan Gray and BCI).

Please contact us to schedule a meeting.