Timeline Portfolios Ltd
Timeline empowers Financial Advisers. Our best-in-class planning technology and portfolio management enable you to deliver exceptional value to your clients - on your terms!
Our service provides low-cost, evidence-based discretionary portfolio management services, exclusively to financial planners. With Timeline's Turnkey Model Portfolio Service, financial planning firms can access a range of services that enables them to focus on delivering core financial planning and behavioural coaching to clients, while delegating time-consuming tasks, such as research, portfolio construction, rebalancing, performance analysis and tax optimisation to a third-party.
Timeline's vision is to offer low-cost institutional level portfolios designed to capture the global market return over the long-term, whilst eliminating unnecessary costs, inefficiencies, and anxiety for firms and their clients. Our robust and disciplined approach to investing is founded upon Nobel Prize-winning academic research and harnesses sophisticated tools to properly test investment solutions.
Model portfolios are relanced based on tolerance rules. Currently, the tolerance level is set at 10% and, therefore, a rebalance will take place once the models drift beyond this level.
0.09% per annum.
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