Managed Accounts.
Discover a portfolio partner, built around you.
At Salita Portfolio Services, we deliver quality portfolio construction services designed exclusively for financial advisers. Every portfolio, process, and point of contact is built to integrate seamlessly with your advice model.
Working harder
for your clients
We founded Salita with one purpose — to give our financial advisers a portfolio management partner that truly understands their world.
Backed by Entireti, Salita partners with leading research providers and global investment managers through Lonsec Investment Solutions, together with BlackRock and Franklin Templeton.
Our team averages more than 25 years in the industry, which means we know first-hand the challenges advisers face, and what clients truly need.
Start a conversation today.
Salita
Derived from the word meaning “ascent” or “rise” in several languages, Salita reflects our purpose: to help advisers and their clients’ investments ascend to new heights – in capability, confidence, and outcomes. It symbolises upward movement, progress, and long-term potential, everything a well-constructed portfolio service should deliver.
Our Portfolio Suite:
The G Series
Each portfolio is built on the same disciplined investment philosophy, with a different blend of growth and defensive assets to match a wide spectrum of client profiles and objectives.
Because your clients’ goals aren’t one-size-fits-all — and neither are our solutions.
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Retiree
G30 RetireeG50 RetireeG70 Retiree
Three active income-focused portfolios built to preserve capital and deliver sustainable withdrawals.
Direct Equities
For clients seeking a focused equities allocation, we offer a high-conviction Australian equities portfolio within a managed account framework.
Concentrated across the top 100 companies, each holding is selected through fundamental research — targeting strong balance sheets, capable management, durable advantages, and long-term growth potential. The result is a low-turnover portfolio of quality businesses designed to deliver resilient, sustained performance.
Tailored Portfolios
Your philosophy. Our execution.
For our advisers who require something completely bespoke, we design and manage tailored (private label) portfolios that reflect your practice investment beliefs — backed by our governance, research, platform partnerships and execution.
What makes us different
Our Investment Philosophy
At Salita Portfolio Services, our approach to portfolio construction is driven by the following investment principles:
1
Growing and preserving capital.
2
An intelligent approach to asset allocation.
3
Managing turnover.
4
Active and passive investment strategies.
5
A focus on fees.
6
Diversification.
Start a conversation
with Salita
Partner with a portfolio services team that truly understands the adviser ecosystem and discover a solution — built around you.
