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Managed Account
Service

Unlock Your Financial Potential
with Our Expertly Managed Investment Strategies.

At The Chartist, we believe wealth-building should be strategic, accessible, and tailored to your goals.
That’s why we’ve designed two distinct managed account strategies to suit different investor appetites—whether you’re chasing bold growth or seeking steady, resilient returns. Let our experienced team guide your portfolio with precision and insight.

1. The Multi Strategy

This is your engine for growth.

For investors with a higher risk appetite and a focus on capital growth, our Multi Strategy targets the best high growth opportunities in Australian and U.S. equities. By harnessing market momentum, we identify and invest in high-performing stocks poised for continued upward trajectories.

 

This strategy blends cutting-edge analysis with disciplined risk management to maximize returns while navigating the ebbs and flows of global markets. Ready to accelerate your wealth?

2. The All-Weather Strategy

Navigate through all market conditions.

Designed for stability and resilience, our All-Weather Strategy takes a tactical approach to diversified ETFs, spanning equities, bonds, commodities, and more.

Whether markets are soaring, stumbling, or somewhere in between, we dynamically adjust your portfolio to optimize returns and minimize downside risk. This strategy is perfect for those who value consistency and want a hands-off solution that adapts to the economic climate. Rain or shine, we’ve got you covered.

No discretionary input. Systematic investing only.

Being a fully quantitative approach, there is no discretionary input from the investment manager.

The benefits of investing are:

  • High Growth or Resilient Protection: Access portfolios crafted to serve your risk and return profile.

  • Proven Expertise: Our team leverages deep market insights and sophisticated tools to drive your success.

  • Transparency & Control: Stay informed with clear reporting and a managed account that puts you first.

  • Research-Driven: Invest in strategies grounded in extensive academic literature and empirical data.

  • Invest alongside highly experienced professionals who undertake comprehensive ongoing research.

Who is this program for?

This program is open to Australian investors who meet the requirements of a Wholesale or Sophisticated Investor under the Corporations Act 2001.

  • Trusts and Self Managed Super Funds(SMSFs): The Trustees or Directors of the Trustee have gross income of AUD 250,000 p.a. over each of the last 2 years and or net assets of AUD 2,500,000 or the SMSF makes a single investment of at least AUD 500,000.
  • Individuals: Gross income of AUD 250,000 p.a. over each of the last 2 years or net assets of AUD 2,500,000.
  • Requirement: an Accountants certificate, certifying they meet one of the above requirements.
  • Important Information
     Investment Advisor: Harbourside Capital (HSC), an Authorised Representative (AR No.: 448907) of Arrumar Private Pty Ltd (AFSL: 510700).

The impressive returns speak volumes

“I am delighted to endorse The Chartist’s managed account offering. The service has consistently exceeded my expectations from the comprehensive prospectus, seamless operations, professionalism and communication. Most importantly, the impressive returns speak volumes. I wholeheartedly recommend Nick and his managed fund service to fellow investors.”

Michael R.

Apply now to work with us

Disclaimer: This website contains general advice only. You need to consider with your financial planner (or adviser), your objectives, financial situation and your particular needs prior to making an investment decision. Shartru Wealth and its authorised representatives do not accept liability for any errors or omissions of information supplied on this website
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