Managed Account Solutions

Beulah has designed a range of managed account solutions across a range of independent investment platforms. Individual and separately managed account services allow advisory firms to build and tailor their own investment solution.

These investment strategies are white-label offerings, with potential to brand to your own firm, whilst being professionally managed by Beulah’s investment team.

Research & Consultancy

Our investment team provides a comprehensive range of research and ongoing support services to advisory firms.

Consultancy services are designed to allow advisory practices to outsource all investment responsibilities, or work alongside your existing investment committee.

Firms are provided with designated account managers at Beulah to provide ongoing support. This service is only available in conjunction with Managed Account Solutions.

End to End Investment offering

Beulah provides a range of investment account solutions to advisory firms, from multi-asset class strategies, to specific income generating and capital growth-based SMA’s such as our Takeover Target.

Beulah Capital is also uniquely placed to be one of only a few Australian investment firms offering access to an international equity SMA, allowing direct access to international stocks actively managed by a professional investment team.