We’ll help your investments stay on track.
Transparent and Simple.
We build and provide customised Multi Asset Portfolios with a focus on Strategic and Tactical Asset Allocation for Advisory Groups.
We work with Advisory groups to bring the Funds Management and Advisory client closer together. Model Portfolios are built with the input of the Pellucid team, K2 team who work in conjunction with the Adelaide University and the Advisor and/or Advisory group.
Advisors are part of our Investment Committee Process, because advisors know what the client's wants and needs are and they truly act in the best interest of their clients – After all they're the ones sitting in front of the client.
Transparent
The founders of Pellucid have always run business with the end client in mind and their outcomes. This remains consistent within the Funds Management business and is the reason Pellucid was born. Advisors act as a conduit between the end Client and Funds Management. Pellucid aim to facilitate this and provide Advisors with more insight and better look through to the inner workings of Diversifed Portfolios.
Simple
Through experience particularly in the last couple of years it is apparent that the Funds Management Industry can be made every complex. With this complexity comes, cost and risk. We will strive into the future to break down this complexity to simplify investing for Advisors and their Clients.
Investments
Infrastructure
Information on the asset type, how it impacts the portfoliios and why it's part of the investment Strategy.
Technology
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Energy
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Property
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Precious Metals
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Strategy
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Execution
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It’s all about a dialogue
A few words from our clients. See client stories for more.
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Maria Goncavales, CFO
Laderate
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Michael Soveign
Seven Energy
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Jeffrey Cohen, CEO
Nato Productions