WP Invest Information

WP Invest is a boutique investment consultant founded by Bruce Maloney. • … offering the following services: o Independent support for advisors and controllers of investment portfolios. o Market assessment, asset allocation, asset selection, implementation and monitoring advice. o Second or expert opinion. • … offering services to: o Independent dealer groups o Superannuation funds o Investment pools o Family office • … and roles including: o Independent member of investment committees and boards. o Dealer group investment strategy support, including investment compliance matters. o Development and maintenance of portfolio strategy, portfolio construction and APL's WP Invest is in the business of looking after investment pools and wealth, and believe that superior long term returns are achieved by the clear identifications and focus on the balance between risk and return. (WP Invest AFSL number 301210)