Proactive Portfolios is managed and operated by a team of industry experts who collaborated to develop model portfolios for a major financial advisory business. With proven results, that expertise has now been made more widely available.
The Proactive Portfolio team combines expertise and experience in: investment management; product, stock and market research; distribution; and importantly - financial planning.
The Investment Committee members include: James Purvis (CIO of Proactive Portfolios), Peter Mullens, Phil Clinton and Tony Hartley. Supplementing this internal team are our external panel partners:
. Asset Allocation - Tim Farrelly (farrellys)
. Stock Analysis - David Liu (Above the Index), Brian Nash (Merlea Investments) and William Keenan (Lonsec)