We build bespoke asset consulting solutions that align with your investment philosophy and operational structure
Bespoke Offering
Tailored Portfolio Consulting with Investment Committees in Mind
At Watershed, we build bespoke asset consulting solutions that align with your investment philosophy and operational structure. Our process brings together Watershed’s core capabilities and external fund manager expertise to deliver a transparent, holistic framework that is aligned with your investment philosophy and focused on achieving your clients’ investment objectives.
This flexible framework allows us to seamlessly integrate with your Investment Committee, adapt to existing portfolio constructs, and develop tailored models across your preferred platforms. Each investment is assessed both on its individual merits and within the context of the broader portfolio — ensuring potential returns are balanced against cost, risk, and strategic fit.
With a secure portal, regular reporting, and collaborative committee discussions, we also empower financial planners to confidently communicate the portfolio strategy to clients.
Key pillars of our tailored consulting approach include:
- A core/satellite portfolio structure designed to reflect your investment beliefs, leverage Watershed’s capabilities, and support client outcomes
- A dynamic tactical asset allocation process, grounded in our high-conviction views and refined over multiple market cycles
- Purpose-built communications for investment committees, advisers, and end clients to ensure transparency and alignment
If you’re seeking a more detailed, collaborative, and forward-looking investment approach, please contact one of our specialists below.
Speak to a business development manager