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Model Portfolios

Fund Overview

Custodian Model Portfolios are professionally managed model portfolios that align with your clients' risk profiles and investment goals.

DFM Income
DFM Cautious
DFM Moderate
DFM Balanced
DFM Global Growth
DFM Hedge Fund

The SALM Foundation

Our range of different risk-profiled solutions combines the expertise of leading fund managers with strategic asset allocation to provide efficient and cost-effective solutions for advisors and their clients.

Through a combination of eye-level collaboration and hands-on support, you get more than a model portfolio... You get a Dedicated Investment Partner.

Dedicated to Simplicity | Driven by Consistency | Designed for YOU

PLATFORM AVAILABILITY

At Custodian, we believe in simple products, done well .