Asset Consulting and Investment Management for SMA Portfolios
KK Asset Consulting Pty Ltd (KKAC) has partnered with Wealthtrac under contract for over 3 years providing investment management services.
Key Services
Portfolio Performance
The graph below maps the performance of a growth portfolio constructed by KKAC over 10 years to 2023 compared with its peer group Morningstar benchmark.
KKAC has significantly outperformed the benchmark and added alpha in every year except 2022 where some managers failed to reach targets in a very volatile market.
Wealthtrac SMA clients have full access to the services KKAC provides as a strategic partner in our portfolio management process.
People
KKAC is led by two investment professionals with many years experience in managed fund research and portfolio construction.
Kris Kondov
Kris has over 20 years experience working with specialist investment organisations including McGregor Asset Consulting, Intech Investment Consultants and Morningstar.
Jeremy Graham-Higgs
Jeremy has over 20 years experience in portfolio construction, asset allocation and developing approved product lists for BT Financial group.