An investment firm that works with your
Financial Planner

Who we are

Launched in January 2025, Attivo Investments exists to deliver investment solutions that align with your goals. We are partnered with global investments brand SEI*, and are led by Charlotte Watson, a CIO with 20+ years of experience, and Stephen Harper, our CEO. They both have a proven track record in launching and running successful investment firms for financial planners and their clients, so you can rest assured your Financial Planner has all the support they could ever need here.

*SEI (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to help drive growth, make confident decisions, and protect futures. As of Sept. 30, 2024, SEI manages, advises, or administers approximately $6 trillion in assets. For more information, visit seic.com.

About us

The Investment Strategies available to your Financial Planner

Here, we use Managed Portfolio Services (MPS). This way of investing means your money is managed by professional investment experts. Instead of picking individual stocks or funds yourself, your investments are placed into a carefully designed portfolio—a collection of investments—based on your goals, risk level, and financial needs.

Why is it effective?

1. Professional Expertise: Experienced investment managers handle the decisions for you, choosing where to invest and adjusting the portfolio when needed

2. Diversification: Your money is spread across different types of investments (like shares, bonds, or property), reducing risk by not ‘putting all your eggs in one basket’

3. Goal-Focused: Whether you’re saving for retirement, growing your wealth, or preserving it or drawing an income there is model readily made with this as its objective.

4. Cost-Efficient: It’s often a more affordable way to access professional management compared to bespoke investment solutions

5. Adaptability: The portfolio is actively monitored and adjusted to keep it on track as market conditions change

Your Financial Planner will work with you

Your Financial Planner will work with you to select the most suitable portfolio for your needs and comfort with risk. This will fit into one of three managed portfolio services we offer. These options ensure your investments match your risk comfort level and life stage, whether your goal is saving, growing, or withdrawing your money.