We partner with financial advisers to deliver best-in-class diversified investment strategies for your clients and essential efficiencies for your business.

At Atrium, advisers are our lifeblood. We understand how deeply you care about creating the best investment outcomes for your clients – and we also know you need to run a successful and sustainable business.

That’s why we’ve developed a range of practical investment solutions designed to preserve and grow your clients’ wealth, while taking care of the details of implementation and portfolio management.

When you invest through Atrium, we take responsibility for everything from portfolio construction to asset allocation, strategic implementation, risk management, valuation, custody and reporting. So you benefit from an efficient and scalable investment solution, while your clients benefit from best-in-class diversified investment strategies, carefully calibrated to their objectives and risk appetite.

Atrium understands that clients have different needs and goals. Our solutions allow advisers to select an explicit level of portfolio risk appropriate to the risk profile and wealth creation objectives of their client.

We value enduring relationships with advisers and partner with you to understand your organisational structure and, your business needs then offer efficient and scalable investment solutions to support you – freeing you to focus on your clients, not portfolio management.

Today, we manage over A$2bn in professionally managed investment solutions for businesses ranging from single adviser firms to large, multi-adviser practices.

At Atrium, we promise to invest your clients’ money wisely using our proven Risk Targeted investment approach to give peace of mind that their wealth will withstand the inevitable ups and downs of financial markets.

Benefits for your advice business

We’re here for you

We listen to your needs, respect your opinion and work flexibly with you to find the best solution for your goals.

Business efficiencies

Because we look after day-to-day management and reporting, you’re free to concentrate on helping your clients meet their lifestyle goals – not on fund administration.

Access to investment management team

We are across the data and the detail. We are experts in manager research and asset valuation and readily make ourselves available to you for discussion.

Benefits for your clients

Your clients benefit from ongoing management by a professional investment team with an enviable track record of outperformance over the longer term. Combined with our unique Risk Targeted investment approach, that means your clients can be confident their investments are being expertly managed to maximise returns within the risk limits.

Your clients also benefit from attentive service and transparent communications, helping to strengthen their relationship with your practice. We provide ongoing reporting, commentary and portfolio updates, including monthly reports, webinars, video updates and investment forums.