Sunbird Portfolios is a listed portfolio specialist that offers a range of Australian Equity and ETF portfolios to leading financial advisers. Sunbird has developed a comprehensive Quality & Value investment philosophy & process that has a strong track record going back 15 years. Sunbird is a highly experienced portfolio manager and has no inherent conflicts.
Years' track record (Sunbird and Lonsec)
Over 20 WM firms
Over 120 advisers
Over $5.0bn in FUA
SUNBIRD HELPS ACCOUNTING AND WEALTH MANAGEMENT FIRMS MANAGE THEIR FUA
The Principal and Investment Committee members are all highly experienced, having held senior roles at research houses, brokers and fund managers.
Quality & Value Process
Sunbird employs a comprehensive Quality & Value investment process that has been developed over the past 15 years.
Sunbird's investment process has established a strong 15-year track record at Sunbird and Lonsec.
Sunbird's portfolios, research and investment support are available under low cost consulting packages or via managed accounts at 25bps.
"Sunbird has delivered a quality, comprehensive, and independent portfolio advice service to our Investment Committee and advisers here at Perks".
Founder, Perks Accountants & Wealth Advisers
"We chose Sunbird as we valued the highly professional and conflict free portfolio guidance. Sunbird is a value for money, high touch, rapid response portfolio service."
Founder, Catapult Wealth
"By working with the professionals at Sunbird Portfolios we have been able to enhance the quality of our client communication and portfolio construction. We look forward to continuing to work with Bill and the team."
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