Managed Accounts are a cost-effective and efficient method for investing in a range of asset classes.

Mason Stevens provides access to a broad range of product providers which enables us to structure the most competitive strategies for our clients.

Our investment partners can choose from our range of best-of-breed investment managers or from the portfolios offered by our Mason Stevens Investment Specialists.

Our Managed Account Solutions offer

A Mason Stevens Managed Discretionary Account can transform your business

Mason Stevens are pioneers of managed accounts, having launched Australia’s first global equity SMA in 2012, and its first retail bond SMA in 2016. Today, managed discretionary accounts (MDA) can be a cost-effective and efficient tool providing advisers the ability to significantly reduce their administrative workload. The client too benefits from direct ownership of underlying assets providing greater transparency and flexibility. 

MDA’s are a Solution for Financial Advisers seeking:

Business Efficiency

– Dramatically reduced investment administration

– Highly scalable portfolio solutions

– Enhanced reporting and features

Better Client Outcomes

– Investment decisions implemented in real time

– Transparency + Flexibility

– Better long term performance potential

Mason Stevens      Managed Portfolios




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