One relationship.A whole team.
One relationship.
Fintor’s Tailored Managed Account brings disciplined, professional portfolio management to your goals — built on independent research rather than a single house view, and governed by an Investment Committee. $0 setup fee.
Whatever yours is — find your pathway in a few minutes →
Most managed accounts are built by one organisation, on one house view, along one set path. Your Tailored Managed Account evolves that model — shaped around your goals and risk appetite, assembled from independent specialists, and actively governed.
A portfolio shaped around your goals and risk appetite — not a single house model everyone else is placed in too.
Open architecture and independent research remove in-house bias, so the strategy answers to your ambitions — not a product shelf.
Every decision is made by a research-led Investment Committee and quantitatively verified — with clear keep/replace rules and changes explained transparently.
Asset-allocation, quantitative and research capability from established partners, coordinated by Fintor into one clear plan.
General information only. A managed account may not be suitable for everyone; consider your objectives, financial situation and needs, and read the relevant disclosure documents, before deciding. Investing carries risk, including possible loss of capital, and past performance is not a reliable indicator of future performance.
What timely, considered reviews really take — for one adviser working alone:
The maths simply doesn’t work — not for one person.
Research, asset allocation and manager selection centralised in one governed committee.
Research houses, analysts and technology partners each contribute specialist insight.
Reviews and changes are documented properly — monitored and delivered on time.
Strategy, context and your goals — while the committee watches the portfolio.
Four levels of engagement, distinguished by how often your portfolio is reviewed. The fee is ongoing and percentage-based, charged on funds under management — with no setup fee. It reduces on a sliding scale for balances over $1,000,000.
A comprehensive annual review that keeps your portfolio aligned to your long-term objectives — a solid foundation.
Reviews every six months for more frequent strategic refinement as market conditions shift.
Quarterly reviews and a more hands-on cadence, responding swiftly to market movement.
Monthly assessments and continuous fine-tuning — our highest level of oversight and involvement.
Transparent by design. There is no setup fee. The ongoing fee is charged on funds under management, may be additional to underlying product, platform and partner costs, and reduces on a sliding scale for balances over $1,000,000. Minimum investment levels apply as shown and are assessed on combined balances. General information only — not personal advice. Full terms are set out in the relevant disclosure documents and Financial Services Guide.
Your portfolio isn’t set and forgotten. Strategy, asset allocation and manager selection are centralised in the Investment Committee, built on evidence, and reviewed on a set cadence — so it stays aligned as markets and your life change.
The Investment Committee sets a client-centric strategy, asset allocation and manager selection — grounded in your goals and risk profile, not a fixed house pathway.
Research-led and quantitatively verified: the best-placed manager wins — active or passive — with data and AI supporting, never replacing, human judgement.
On your chosen cadence, the committee re-tests assumptions, trims concentration and replaces laggards under clear keep/replace rules — every change explained transparently.
Why reviews matter. Evidence changes — market leadership rotates, index concentration creeps in, and top-performing managers rarely stay on top. Regular reviews keep your portfolio aligned to your goals, risk and liquidity. Data and AI support analysis; they do not predict markets or guarantee outcomes.
The strength of a Tailored Managed Account is that it’s assembled from independent, best-in-class inputs — not a single house view. Fintor chairs the Investment Committee; research houses, analysts and technology partners each contribute specialist insight, so decisions are evidence-based and independently verified.
Chairs the Investment Committee — centralising research, asset allocation and manager selection, and governing keep/replace decisions.
Independent investment research and ratings — one of two required research lenses on every manager we select.
Global research across asset classes — the second required research lens, reducing bias and improving decisions.
Specialist research and analysis feeding the committee’s evidence-based investment decisions.
Quantitatively verifies manager selection and portfolio construction — evidence, not preference.
All of it lands with you through one relationship — your mentor, backed by the committee.
Specialist partners and their roles may change over time. Portfolio management and governance are provided under Fintor Group Pty Ltd (AFSL 559460).
Great portfolios start with clear foundations — your risk profile, your surplus, your timeline. Run them free, then see what a governed portfolio adds. No sign-up, no email wall.
No pressure to act. The Fintor Education hub has free, plain-English lessons and live calculators on investing, risk and portfolios — no email wall. Learn the fundamentals at your own pace, then talk to us when you’re ready.
Explore the learning hub →No cost, no obligation — a conversation to understand your goals and show you how a Tailored Managed Account would work for you.
Pick a time →Or call 1300 346 867
yourfinancialmentor@fintor.com.au
Level 1, 33 Cremorne Street, Cremorne VIC 3121