In an evolving market landscape, relying on emotion or guesswork is a risk your clients cannot afford. The Chartist, led by Investment Manager Nick Radge, provides highly systematic, quantitative investment solutions designed for robust diversification and capital protection.
By removing human emotion and employing a 100% rules-based approach, we deliver clarity, confidence, and control. This ensures your clients’ portfolios are dynamically positioned for whatever the market brings, entirely removing the administrative and compliance burden of manual rebalancing from your practice.
Your clients’ portfolios are guided by seasoned professionals utilizing a proven, systematic process built on decades of quantitative market experience.
We remove the guesswork. Every investment decision is driven by a strict, quantitative framework designed to eliminate emotional biases and behaviour.
In times of market stress, discipline is paramount. Our systematic approach ensures that risk management protocols are executed without hesitation, protecting client capital when it matters most.
We offer two distinct Managed Discretionary Account (MDA) solutions: the growth-focused Multi-Strategy and the capital-stable All-Weather Strategy.
Your clients retain direct ownership of the underlying assets (stocks or ETFs) in a personal account in their name, with a clear framework to see exactly how their asset mix is evolving.
Reliable investing isn’t just about picking winners; it’s about consistency. Designed for wholesale investors and SMSFs who value peace of mind, the strategy focuses on:
(Minimum Investment: AU$250,000 | Structure: Australian Wholesale Managed Account)
Speak to Harbourside Investment Management today to tailor a managed account solution for your firm and clients.
