IBOSS is a boutique asset management company, providing cost-effective, innovative and adaptive investment solutions exclusively to the financial adviser marketplace.
We only deal with professional financial advisers and planners, as we firmly believe clients benefit from financial advice when making long term investment decisions, and therefore we don’t deal directly with retail investors.
The company was established in 2008, the founders of IBOSS all previously held senior positions within advisory firms and had grown frustrated with the available investment solutions available to advisers.
Our website contains multiple testimonials from long term IBOSS users who provide details of their experiences using IBOSS investment services and products.
Our original investment solution was the IBOSS Limited Portfolio Management Service (PMS). Seven risk-rated model portfolios were constructed in 2006 by Chris Metcalfe, Managing Director and Co-Founder of IBOSS. These model portfolios continue to offer excellent risk-conscious returns.