PacReef Asset Management is an Australian business that specializes in providing investment support and systems to empower investment advisers. With a focus on enabling advisers to construct and manage portfolios of direct investments efficiently, PacReef offers quality technical support and industrial-strength processes and systems. By leveraging their expertise, support, and professional funds management overlay, PacReef aims to enhance advisers’ bottom lines while reducing risks for advice licensees.
With a commitment to transforming the traditional investment advisory model, PacReef’s new generation SMA service caters to private-owned, independently-minded licensees and their advisers. By offering a modern and innovative approach to investment management, PacReef helps clients increase client engagement and satisfaction while improving their financial performance. The business prides itself on its unique service offering, designed to meet the evolving needs of the investment advisory industry.
At PacReef Asset Management, the emphasis is on providing specialist investment support and systems that enable advisers to navigate the complexities of constructing investment portfolios effectively. By offering a disciplined approach to managing direct investments, PacReef aims to enhance the overall performance of advisers and their clients. Through a combination of investment expertise, support, and tailored systems, PacReef is dedicated to helping advisers succeed in a competitive market landscape.