Sailing boat on blue water

Investment management

Our Investment Philosophy.

In an investment world without guarantees, our role is to help you navigate uncertainty with confidence.

At Peritus, we adopt a disciplined, research-backed investment approach inspired by the techniques used by institutional fund managers. We know we can't time the market—but we do know how to position your portfolio for long-term success using strategies that factor in risk, time horizon, and the purpose of your capital.

Every investment decision is guided by a clear philosophy: Manage risk. Stay diversified. Think long-term.

Investment management meeting
Investment chart display

What We Offer.

We're licensed and resourced to manage a wide range of investment types, including:

Managed Investment Schemes
Managed Funds
Exchange Traded Funds (ETFs)
Separately Managed Accounts (SMAs)
ASX-listed Securities
Companies
Real Estate Investment Trusts (REITs)
Exchange Traded Funds (ETFs)
Exchange Traded Products (ETPs)
Debt Securities
Deposit Products
Term deposits
High-interest accounts

We combine these to build tailored portfolios based on your financial goals and investment timeline. Our advisers draw on expert research and insights from some of the best economic minds in Australia. Every recommendation goes through our internal investment committee, ensuring rigorous analysis and quality control.

We don't just set and forget. We implement, review, and adjust—in consultation with you.