Ongoing monitoring and reviewing is an essential part of any investment and wealth creation program. Our unique modelling techniques and economic analysis allow us to maximise your investment returns whilst minimising the risk associated with investment markets.

Our system has been developed to manage risk within portfolios by assessing economic conditions.

There are four main elements to our system:

  1. Uses economic data to outline recommended asset mix.
  2. Data base with an excess of 2000 investment products.
  3. Capable of using technical analysis on managed funds and shares.
  4. Flags a portfolio re-weight as economic fundamentals change, thus indicating when to adjust a portfolio for a tactical tilt.

The system allows us to be pro-active and not reactive to situations.

Merlea uses Investum, an operating platform, for the portfolio monitoring service of its individually managed accounts. The platform provides a tool to efficiently rebalance portfolios and manage the administration component. It is also often used by other practices that subscribe to Merlea’s portfolio construction service.

For more information, please visit or contact our office.