A Spectrum of Financial Expertise
Tailored solutions for building and managing your portfolio.
A Spectrum of Financial Expertise
Ready for Financial Clarity?
Take the first step toward a disciplined investment strategy. Fill in our Consultation Form to arrange a confidential, no-obligation consultation.
*The services described above may be offered differently in the United States and Australia, depending on applicable laws and the licences, registrations, or approvals we hold in each jurisdiction.
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2. Investment Consulting
This service is built for DIY investors seeking expert portfolio design without ongoing management fees. Pay a fixed annual cost, take control of your trades, and keep more of your returns.
Expert Portfolio Design
Fixed
Annual Cost
Built for DIY Investors
REAP BALANCED
ADD-ON SERVICE
3. Options Advisory
This service is available to eligible clients seeking portfolio hedging or speculative positioning through options. Options Advisory is offered exclusively as an add-on to our Portfolio Management or Investment Consulting services.
TACTICAL POSITIONING
Use of directional and non-directional options strategies to benefit from market volatility.
PORTFOLIO HEDGING
Includes ongoing or time-bound hedging with partial or full portfolio protection. Ideal for clients with large portfolios.
ONGOING ENGAGEMENT
1. Portfolio Management
Actively managed portfolios structured around your goals, time horizon, and risk profile. Our portfolios are managed through three distinct models, each following a defined investment approach and set of objectives.
REAP BALANCED
A core-satellite model combining index investing with active stock picking. Strategically built core is complemented by high momentum Alpha satellites, balancing passive discipline with more aggressive, targeted opportunities.
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REAP HARVEST
Conservative
Balanced
Aggressive
REAP HARVEST
A three-tier, multi-asset model that spreads capital across asset classes with varying correlation, built to deliver stability and consistency over the long term within clearly defined guardrails.
REAP BALANCED
REAP ALPHA
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For investors willing to embrace greater risk in pursuit of higher returns, Reap Alpha is a focused equity portfolio investing only in our strongest investment convictions, built on the Reap Alpha Conviction Engine™.