Just as no two clients are the same, no two advisers work the same way.
That’s why we created a suite of portfolio options that adapts to both your clients’ goals and your advice model.
Each portfolio follows the same disciplined investment philosophy, but with a unique balance of growth and defensive assets. The result is a broad, flexible cross-section of solutions designed to align with the way you advise and the outcomes your clients need.
Accumulation
For clients in a portfolio growth phase, we offer six diversified, active portfolios aligned to distinct risk profiles and long-term goals.
Flexible by design, these portfolios can serve as a complete solution or act as the core component within a broader investment strategy. Each portfolio targets CPI+ outcomes, blending active management with defensive positioning to balance growth with risk management.
Retiree
Our three active retiree-focused portfolios are designed for clients who need dependable income and capital preservation.
Each is actively managed to deliver sustainable withdrawals while still meeting CPI+ objectives, tailored for time horizons of 3–7 years. These portfolios provide advisers with the tools to help retirees maintain confidence and stability in retirement, without compromising growth potential.
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.
Our Investment Philosophy
At Salita Portfolio Services, our approach to portfolio construction is driven by the following investment principles:
Platform Availability
Platform
Options
Salita Accumulation SMAs
Salita Retirement SMAs
Salita Direct Australian Equity SMA
North
Partner
BT Panorama
Compact
BT Panorama
Full
CFS Edge
Investment (Full Menu)
CFS Edge
Accelerate 30
CFS FirstChoice
Menu
HUB24
Discover
HUB24
Core
HUB24
Choice
Macquarie
Manager
Netwealth
Core
Netwealth
Plus
Expand
Extra
*coming soon
^G20 is not available on HUB24 Discover menu.
Amplifying the Adviser Experience
Our portfolio services are more than a set of strategies — they’re a proven framework to help you deliver quality, confidence, and value:
Clear tools and reporting
From monthly and quarterly updates to strategy fact sheets and we provide the practical resources you need to simplify advice and elevate client engagement.
Insights that go deeper
Our portfolio reports combine performance results with portfolio positioning, market drivers, and forward-looking views. Each is adviser-ready and client-friendly — helping you communicate with your clients clearly.
Direct access to expertise
Our team — including the CIO and research analysts — are available to support advisers directly. Whether it’s investment philosophy consulting or portfolio construction, we’re on hand to help you deliver stronger client outcomes.
Start a conversation
with Salita
Partner with a portfolio services team that truly understands the adviser ecosystem and discover a solution — built around you.
