About Salita Portfolio Services
Shaped for your clients needs

It’s simple. Advisers should have a portfolio management solution built entirely around their clients’ unique needs.

They should have a quality, end-to-end experience that puts their clients first — with the right platform, structure, portfolios and support required to deliver better outcomes at every level.

That’s our mission at Salita. To deliver portfolio management — built for the way you work.

Our people

At Salita, we’re more than portfolio managers — we’re advisers at heart. Every member of our team has worked within advice networks and practices, giving us a firsthand perspective of your world.

Our team averages 25+ years in the industry, combining seasoned judgment with adviser-aligned expertise.

Meet the team

Strength through the Entireti Group

As part of the Entireti Group, Salita combines the agility and personal focus of a specialist portfolio partner with the scale, governance, and research depth of an institutional investment organisation.

This means advisers benefit from both worlds — personalised service and support, underpinned by robust systems, quality portfolio construction, and access to world-class investment managers. This ensures value for clients at all levels.

Partnerships that enhance every portfolio

Salita partners with leading research providers and global investment managers through Lonsec Investment Solutions, together with BlackRock and Franklin Templeton — bringing world-class insights and capability to our portfolios.

These partnerships broaden our perspective and sharpen our research to give you and your clients confidence in every decision.

Our Investment Philosophy

At Salita Portfolio Services, our approach to portfolio construction is driven by the following investment principles:

Growing and preserving capital.

Our overarching goal is to grow investor wealth over time whilst minimising the risk of permanent capital loss. Whilst negative returns may be experienced over various time periods our focus is to minimise drawdowns and preserve capital over the medium to long term.

An intelligent approach to asset allocation.

Our starting point is the Strategic Asset Allocation (SAA) aligned to the G Series Portfolios. The SAA is built around medium to long term capital market assumptions and is reviewed annually to ensure consistency with overall portfolio objectives. We believe that timing the market is difficult and therefore we do not intend to take a short-term tactical asset allocation approach. Rather we interrogate the SAA on a regular basis to determine if changes are warranted to support a high conviction medium term view.

Managing turnover.

Consistent with our longer-term approach we aim to keep turnover within the portfolio to a minimum. Part of this approach is to ensure we measure investment products over the appropriate time horizon.

Active and passive investment strategies.

We assess the merits of active management across each asset class and will use active management where we have strong conviction that it will lead to a superior outcome, either via outperformance and/or lowering drawdown risk. Typically, this results in a blend of active and passive investment strategies in portfolios.

A focus on fees.

Assessing the level and appropriateness of fees, both at the individual investment product and overall portfolio level is an important feature of our approach. Lower fees are the preference but paying an appropriate fee to gain access to superior investment skills is also worthy of consideration.

Diversification.

We believe that diversification is an effective way to manage risk. Investing across different styles allows portfolios to be less volatile and have more predictable outcomes and enables portfolios to perform through varied market conditions without being wholly reliant on a particular style (i.e. Growth or Value) being in favour.

Portfolios: Insights and Reports

Our monthly and quarterly reports give you reliable regular information — providing the depth and context our advisers need to communicate to their clients.

Each update includes portfolio returns, positioning changes, market drivers, and forward-looking insights, all presented in a clear, client-friendly format that’s ready to share.

READ THE REPORTS VIEW OUR PORTFOLIOS

About Salita Portfolio Services Shaped for your clients needs