The intelligent choice for
the self-directed investor.
Investing. Made masterful.
You worked hard to build your wealth, so it should work hard for you. But sometimes, it’s hard to know if your investments are delivering on their end of the bargain.
Between complicated reports, one-sided research and often extravagant fee structures, making intelligent investment decisions can feel like you’re running to stand still.
That’s why we built eccuity, your intelligent investment platform.
eccuity gives you all the benefits of leading active investment management with all the flexibility and cost efficiencies of self-directed investing. It’s like having access to your own private investment bank, without the bloated fees.
The eccuity team knows how hard it is to build a portfolio from scratch, which is why we share our own curated templates with our community – so you can see exactly how we allocate our investments.
Take as much of our approach as you want – or as little. Either way, our market leading subscription fees stay the same, even as your balance grows.
eccuity helps you master your investments, so you can be sure your wealth is working hard for you.
We built eccuity so you could make your investing masterful, so why don’t you take it for a spin and see what mastery really looks like?
Meet the team
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Charlie Meaden
Charlie has spent the majority of his career building businesses and taking them to market. Before moving into the systematic investment industry he built two gaming businesses and a manufacturing business.
Abinesh Krishan
Abinesh brings many years of senior executive experience in the enterprise technology space. He not only provides hands-on operations leadership but also advisory, risk and governance capabilities.
Nathan Bryant-Taukiri
Over the years Nathan has curated a pedigree of commercial success. He is known for unlocking the power in people, his no nonsense evidence-based approach to strategy and an action-biased discipline in execution and governance.
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Our investing philosophy.
eccuity was founded based on the belief that investors were not getting value for money from current investment management offerings.
Our insight into the professional money management industry is that the majority of the players are hesitant to make unique market calls because of the risk of underperforming respective benchmarks.
What does that look like? Fund managers’ holdings, especially in less competitive markets such as New Zealand and Australia, look no different than the underlying benchmarks that these managers are following. This makes it very difficult to beat those benchmarks given the associated fees. After trailing commissions, management fees and so on it creates an unquestionable drag on the majority of fund managers’ performance.
Typically an investor may be better off transacting less and owning the underlying asset. For example, owning a single stock, ETF or crypto currency for 10 years does not benefit brokers and fund managers. It would however, dramatically reduce the cost of being invested into productive or speculative assets.
So what is the TL;DR about the industry?
Too many middle men, complicated fees and questionable incentives.
What is the solution?
Stop paying fund managers for beta returns. By reducing the cost of investing, eccuity reduces the drag that excessive fees have on your performance.
What does this mean for you?
We are starting to see customers take a more proactive approach to their investment holdings. Additionally, there seems to be a growing trend that individuals demand sovereignty over their wealth and are now acutely aware that the fees that these traditional financial institutions are charging are disproportionate to the value created.
Sharesies, Robinhood, Stake and so forth have done an incredible job at educating customers that they can trade assets themselves. At eccuity, we believe that we have the opportunity to not just give customers a fishing rod, but to also help them cast their lines and make sure their bait is as cost effective as possible.
There are two key components of any personal, family/household, business or government financial situation - cash flow and balance sheet. Put simply, earn more than you spend and make sure that your cash flow can maintain the cost of your liabilities. While that is going on, attempt to increase your asset base steadily over time.
Our name originates from our belief that building meaningful wealth requires two key ingredients:
Equity: Refers to fairness, justice, or ownership interest, especially in the context of finance.
Acuity: Refers to sharpness, keenness, or clarity of perception.
eccuity customers want to own their own assets and influence change over time through that ownership.