Strategy hires van Eyk as consultant
Van Eyk Researchhas won the mandate to become the investment and asset consultant to the Strategy Portfolio group’s new suite of investment portfolios, which form part of the Strategy Retirement Fund offering.
There will be six portfolios under van Eyk’s charge which are designed to suit different levels of risk tolerance of Strategy’s investors.
Strategy, which markets and distributes master trusts and wrap accounts, says van Eyk will also simplify the fund selection process for financial advisers in offering tailor-made strategies for different investors’ needs.
According to Strategy national manager Mark Duncan, van Eyk will be providing additional information to advisers about the funds selected and the methodology used in the portfolio construction. He says the deal caps a strong start to the year for the group.
“After less than 18 months in the marketplace, Strategy now has over $300 million in funds under administration,” he says.
Strategy has also recently added ethical funds to its investment suite in response to adviser feedback, Duncan says.
Van Eyk will be used in conjunction with its existing in-house investment committee in its new role as consultant.
AUTHOR
Lachlan Gilbert
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