How to invest

Financial Adviser

How to invest

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.

Important Information

This information has been prepared and issued by Atrium Investment Management Pty Ltd (ABN 17 137 088 745, AFSL 338 634) (Atrium) as the investment manager of the Marketing Name: Atrium Evolution Risk Targeted Fund. Registered Name: Atrium Evolution Series – Diversified Fund (ARSN151 191 776), Integrated Managed Account Portfolio Service (ARSN 627 688 402) (MAPS) and the Colonial First State Separately Managed Account (ARSN 618 390 051) (CFS SMA).

The information is general information only and is not intended to provide you with financial advice and has been prepared without taking into account your objectives, financial situation or needs. You should consider the product disclosure statement (PDS), prior to making any investment decisions. The PDS and target market determination (TMD) can be obtained by visiting our website atriuminvest.com.au. If you require financial advice that takes into account your personal objectives, financial situation or needs, you should consult your licensed or authorised financial adviser. his information is only as current as the date indicated, and may be superseded by subsequent market events or for other reasons. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. All investments contain risk and may lose value.

The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235150) is the Responsible Entity (RE) of the Atrium Evolution Series – Diversified Fund (ARSN 151 191 776), Integrated Managed Account Portfolio Service (ARSN 627 688 402) (MAPS), Atrium Enhanced Fixed Income Fund (ARSN 616 127112) and Atrium Alternatives Fund (ARSN 616 126 982). Investors should consider the PDS and TMD (available from Atrium’s website) before making any investment decisions.

Colonial First State Investments Limited (ABN 98 002 348 352, AFSL 232468 ) is the Responsible Entity (RE) of the Colonial First State Separately Managed Account (ARSN 618 390 051) (CFS SMA). Atrium is the portfolio manager of each of the aforementioned portfolios. Investors should consider the relevant offering document (Product Disclosure Statement (PDS) or Information Memorandum (IM) as appropriate), Target Market Determination (TMD) and other relevant information available from Atrium before making any investment decision. Investments in the CFS SMA are only available on CFS Edge. Investors should consider the PDS and TMD before making any investment decisions. Applications for a portfolio in the CFS SMA can only be made pursuant to the application form attached to the relevant PDS or Investor Directed Portfolio Service (IDPS) guide (CFS SMA Offer Documents). Please refer to the CFS SMA Offer Documents for important information concerning an investment in the CFS SMA.

You can only invest in MAPS through HUB24 Invest, an IDPS operated and administered by HUB24 Custodial Services Ltd (ABN 94 073 633 664, AFSL239122) (HUB24 Custodial Services), or through HUB24 Super, a super investment service offered through the HUB24 Super Fund (ABN 60 910 190 523, RSER1074659, USI 60 910 190 523 001) (‘Nominated Platform’ means either HUB24 Invest or HUB24 Super). HUB24 Custodial Services is the promoter of theHUB24 Super Fund and provides a range of services to the HUB24 Super Fund. Investors should consider the MAPS PDS and TMD (available from the Nominated Platform’s and Atrium’s website) before making any investment decision. Please refer to the disclosure documents for your Nominated Platform(available from your financial adviser or your Nominated Platform) together with the PDS for important information concerning an investment in MAPS.

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