Investment Strategist

We provide four key services to investors:

SMSF Investment strategy documents

Tailored to comply with ATO requirements.

Investment strategy review

Expert consultation on optimising your total portfolio across complex tax structures

Investment committee services

Expert analysis on investment portfolios and assistance with investment committee practices.

2nd Opinion service

A sounding board for investors.

Our services are customisable and we do not provide financial product or asset allocation advice.

Our INVESTMENT STRATEGIST services:

Is focused on investment strategy and not financial product advice
Considers investment portfolios held across individual and entity (SMSF, trust and company) holdings
Offers an expert consultation to optimise a client’s total portfolio

Guides clients to make informed investment decisions
Provides an annual investment strategy review (or more frequently, if required), and
Importantly, allows clients to retain control of the investment decision making process

Creating a bespoke, customisable service

INVESTMENT STRATEGIST is a collaboration between Iconic Investors (‘Iconic’) and Clearwater Capital (‘Clearwater’).

Iconic is a a boutique private wealth firm providing specialist services to professional services firms and their clients.

Clearwater is a boutique portfolio management firm.

Together we have created a bespoke investment strategy service for investors who typically have more complex needs but wish to retain control over their investment portfolios.

Neither Iconic nor Clearwater offer their own model portfolios or funds. We are solely focused on helping you make informed choices.

Typical investor considerations

How can I efficiently implement my investment strategy across various holding structures?

Is the current asset allocation appropriate?

Are the investment & asset fees paid appropriate?

Are there alternative options for consideration?

What are the substantial risks in the portfolio?

Is the level of diversification adequate?

Are service providers adding value to the investment portfolio?

What are the risk vs return dynamics of the portfolio?

What additional strategies could be considered for investment?

What are the tax considerations?

Additional services: Life Risk Insurance service

Iconic offers a service which guides you to selecting the most appropriate life risk insurance for you and your family members, whether it be inside super or outside

For SMSF trustees who are required to review their investment strategy each year, including a review of the life risk insurance for each member of the fund, we can assist you to document and implement your life risk insurance strategy.

We use a specialist life risk insurance platform, LifeRisk Online, which will allow you to select the best life risk insurance product based on price (premium) + product score (features/benefits of each product).