A quick, practical overview of how Salita partners with advice practices to deliver modern, scalable portfolio solutions—backed by Entireti and supported by Lonsec, BlackRock and Franklin Templeton.
Inside you’ll find:
- Our investment philosophy (capital growth with drawdown awareness, SAA-led, active + passive, fee focus, diversification).
- How we construct and position portfolios across asset classes (incl. international equity tilt, infrastructure/REIT preferences, AU fixed income bias, currency hedging).
- The Salita G Series suite (G20–G100 accumulation, G30–G70 retiree) plus a high-conviction Australian equities portfolio.
- Governance, partnerships, platform availability, and who to contact for implementation support.
