Amicus Advisory is a wholly independent fixed income investment research & advisory firm, now in its thirteenth year of continuous operation. We provide a wide range of investment advisory services to conservative wholesale fixed interest investors on either a retained or project basis. We currently have around AUD 1.8 billion of conservative fixed interest under our retained advisory services and are involved in a wide range of ongoing projects.

Amicus manages its relationship with clients as a fiduciary meaning we warrant to disclose all relevant information, serve as a client advocate and subjugate all other goals to the needs of the client. Amicus is not a broker, product manufacturer, promoter or distributor and does not derive fees related to the sale of securities or the provision of transactional services. Amicus has its own Australian Financial Services License (AFSL) and is not an Authorised Representative working on behalf of its licensor.  Amicus is 100% owned by its employees and is not aligned with any product provider or parent organisation whose business interests may conflict with the provision of wholly independent advice.

Retained Investment Advisory Services

Amicus provides a comprehensive service covering the whole of the investment portfolio for a set monthly fee.

Project Based Advisory Services

Amicus addresses a defined specific project or issue on a fixed fee, hourly rate or success fee basis.

Mixed Financial And Legal Issues

Amicus has deep experience of legal issues relating to legacy investments from the GFC and has been retained for expert evidence and opinion.

Fixed Income Research

Amicus can be retained for one-off credit reports on specific securities or modelling and analysis assignments on whole portfolios.

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