Advice is developed taking a strategic approach and encompasses all aspects of an investment portfolio. Atchison Consultants understands that a central feature of investment portfolio success is aligning the objectives of participants with that of the investment portfolio.

Their approach is to analyse the dynamics in financial markets and assess their impact on the asset classes and investment managers. Advice includes:

• Tailored business and investment objectives
• Asset allocation: Asset classes and allocation for the long term
• Manager structure: Investment managers appropriate for the evolving circumstances

Assessment of investment managers is undertaken using a factor model, which reflects the key capabilities of managers. This combines qualitative and quantitative factors, which ultimately permit the rating of investment managers and products.

Ken Atchison has been involved in financial markets his entire career from the early 1970s. He has experience in the management of investment portfolios. Recently he has focused on providing investment advice to funds. For the six years prior to establishing Atchison Consultants, he was with the global firm Towers Perrin.

Jake Jodlowski recently joined Atchison Consultants. Jake has been directly involved with the investment management and superannuation industry for over 17 years both in the UK and Australia. Jake holds a Bachelor of Business degree, is a qualified accountant (ACCA), has a Diploma in Financial Markets, Graduate Diploma and Masters in Applied Finance and Investments.

Kevin Toohey joined Atchison Consultants as an analyst in 2002. Kevin provides technical support to the team, utilising his knowledge and experience in quantitative analysis, financial modelling, and information systems. Prior to joining Atchison Consultants, Kevin was a quantitative analyst with the Melbourne based index provider, Australian Indices. Kevin has a Bachelor of Computer Science from LaTrobe University and a Masters of Applied Finance.

Mark Wist joined Atchison Consultants in July 2010 as a Senior Consultant. Mark has 20 years experience in investment analysis and evaluation, investment consultancy, research, asset management, property valuation, risk assessment & governance, corporate advisory, strategy creation/implementation, fund manager appraisal, construction/project management and due diligence analysis in real estate across three countries. He is a Chartered Surveyor and Registered Valuer and is currently a Doctoral student in real estate finance.