Former van Eyk asset consulting team Jonathan Ramsay, Jonathan Tolub and Fil Andronaco have announced that their plans are well advanced to establish a new portfolio construction advice company that they will take to the market later this month.
Commenting further spokesperson Jonathan Ramsay said the new venture will be headquartered in Sydney and provide a national service offering to meet the needs of mid-sized dealer groups and high end financial planning practices.
“Our intention is to specialise in the building of portfolios on managed account platforms that maximise transparency and provide superior governance as well as tax benefits for investors”.
“We also aim to combine these attributes with our own investment process that encourages investor engagement with meaningful transparency”.
Presently Ramsay, Tolub and Andronaco are finalising their marketing collateral including website address and site.
A media release to announce the name of the new business including operating address, contact details, etc will be distributed shortly.