Goal based investing aligned with
financial planning

Who we are

At Attivo Investments, we are a modern team of forward-thinkers with industry expertise, redefining how investment solutions for the clients of Financial Planners are delivered in today’s ever-evolving landscape. Built for the modern era of regulation, transparency, and client-centricity, we combine innovation with a fresh approach that meets the needs of both clients and financial planners.

About us

Investment Strategies Available

We categorise our strategies into three MPS ranges: Low-Cost, Core, and Apex. Each incorporates Goal-Based Investing and has six risk aligned models with the lower three focused on Preservation goals and the upper three on Accumulation goals and one Withdrawal goal at risk level three.

Low cost Model Portfolios

Keeps costs low while helping you reach your financial goals.

Core Model Portfolios

A strategy designed to provide active management at a competitive cost.

Apex Model Portfolios

Advanced strategies for experienced investors seeking further diversification.

See our investment philosophy