Built for Advisors.

Backed by Data.

Melbourne, Australia

Who We Work With

We partner with advisors and institutions to enhance—not replace—their value.

We’re not here to compete. We’re here to collaborate. Houndstooth Investment Management supports financial advisors, RIAs, and institutions by delivering custom portfolio solutions through separately managed accounts (SMAs). Your clients remain your clients. We simply bring scalable, high-touch investment management to your practice so you can focus on building deeper relationships and growing your business.

  • We don't offer a white-label solution. Instead, we act as an extension of your team—working in partnership to provide best-in-class portfolio management. You retain full ownership of your client relationships while we handle the day-to-day investment execution and oversight.

  • You have limited time, growing client needs, and a business to run. Our SMA solution gives you the ability to scale your practice without sacrificing customization, service, or performance. Delegate portfolio management to a trusted partner while elevating your client experience.

  • Whether you're a multi-advisor RIA firm, family office, or institutional allocator, we provide customized global equity strategies with high transparency and adaptability. We work directly with your team to ensure our investment process aligns with your standards and workflows.

  • Every client is different—and so are their portfolios. With our SMA structure, you can customize exposures by region, sector, or tax preference while maintaining a globally diversified framework. We handle the complexity on the backend, so you don’t have to.

  • Our proprietary trading algorithm and risk management system work behind the scenes to manage portfolios in real time—ensuring smart decision-making across every client account. It’s technology built for advisors, giving you the insight and tools to stay ahead of the curve.

What We Offer

A global equity strategy—delivered through a separately managed account tailored for your clients.

Our core offering is a global equity SMA built to provide institutional-grade investment management with total transparency. You get direct access to the strategy, performance tracking, and live oversight into how your clients’ portfolios are being managed. It’s a sophisticated solution, designed to feel simple and seamless on your end.

  • We invest across developed and emerging markets using the MSCI ACWI Index as a guidepost. Our portfolio construction is driven by a dynamic, rules-based system that identifies high-quality companies with long-term potential. From small to large caps, we prioritize companies with real fundamentals, not hype.

  • Our proprietary algorithm tracks each holding daily and responds quickly to market changes—buying, selling, or holding based on strict behavioral and technical criteria. This means less emotion, more discipline, and more consistent decision-making for every client account.

  • Every client’s assets are managed directly in their own account, ensuring full transparency and direct ownership. This allows for personalized tax management, clear performance reporting, and zero comingling of funds.

  • Advisors can dial in their client portfolios with specific country, sector, or risk preferences. We offer the framework—global diversification, structured rebalancing, and disciplined selection—while giving you flexibility to tailor it to your clients' needs.

  • Even though we're managing the portfolios, the client experience still centers around you. We provide detailed reporting and trade summaries that you can use in your review meetings to show clients how their investments are being handled—without the burden of explaining every individual trade.

When We Step In

Ideal timing for integrating us into your practice and your clients’ portfolios.

Whether you're onboarding a new client, reallocating assets, or responding to market uncertainty, we’re built to step in quickly and manage money with precision. You get an active strategy that adapts to markets daily—without having to monitor it hourly yourself.

  • Markets shift fast. Our system is designed to adjust accordingly. Whether it's a pullback or a full-blown crisis, our algorithm responds by trimming, buying, or rotating holdings—helping you protect client portfolios while staying focused on the bigger picture.

  • As you take on more clients or move upstream, your time becomes more valuable. We take the portfolio management off your plate so you can focus on planning, relationship-building, and business development.

  • Many clients want to understand why their money is invested the way it is. We provide detailed trade logs, performance updates, and portfolio visuals you can share in meetings to increase trust and elevate the experience.

  • When a client sells a business, retires, or receives an inheritance, we offer a disciplined landing spot for new capital. Instead of sitting in cash or chasing trends, the funds are deployed thoughtfully into a diversified, globally guided equity strategy.

  • You don’t need to build and monitor a global equity portfolio from scratch. We’ve already done it—and we give you the tools to integrate it seamlessly into your offering. You get to expand your value without expanding your hours.

Where We Fit Into Your Business

A turnkey solution that complements, not competes.

We integrate directly into your advisory practice without disrupting your existing setup. You maintain full control of your client relationships while we operate as a behind-the-scenes investment partner—seamlessly handling portfolio strategy, execution, and support.

  • Accounts are managed under a separately managed account (SMA) structure that’s straightforward to implement. You retain visibility, control, and ownership of the client relationship, while we provide the investment strategy and trading infrastructure behind the scenes.

  • Our strategy can be offered as a sleeve in your model portfolios, a satellite equity position, or a standalone allocation. It's flexible enough to fit your investment philosophy and personalized enough to align with client goals.

  • We give you talking points, visual tools, and quarterly updates to support conversations with clients. Whether it’s answering questions about trade activity or helping explain the “why” behind a position, we make it easier for you to deliver value.

  • Because the strategy focuses on quality entry points and thoughtful exit timing, it complements long-term financial planning. We support your tax, income, and liquidity conversations while handling the day-to-day market work.

  • Think of us as an extension of your practice. From onboarding to ongoing client service, we work with you—not around you—to enhance what you’re already doing and help you scale more efficiently.

Why Partner With Us?

Grow your business, elevate your offering, and stay focused on what you do best.

We know what it’s like to juggle portfolio management, financial planning, client relationships, and business development all at once. That’s why we’ve built a solution that lifts the portfolio management burden off your plate—so you can focus more on your clients and scale your firm more efficiently. Our system is built to support your growth, not replace your role.

  • We handle research, trade execution, rebalancing, and oversight—giving you bandwidth without the overhead. No need to hire an internal CIO or build a trading desk. We’ve already done that for you.

  • Our algorithmic framework gives you a story to tell—a repeatable system that makes client portfolios feel actively managed and intelligently timed, not just passively held. It's a differentiator you can explain and a strategy you can trust.

  • Clients love feeling like their portfolios are “watched.” With our infrastructure, you’re able to offer that proactive touch—without actually spending more time on the markets. Let us do the heavy lifting while you stay front-and-center with your clients.

  • This is a true partnership. We don’t replace you. We don’t cross-sell. We operate under your umbrella, with your client relationship at the core. We win when your firm grows.

  • Whether you want us to manage a single sleeve or build a custom allocation for select clients, we work with your practice structure—not against it. No forced models or rigid platforms. Just collaborative strategy, integrated where you need it.

How It Works

A seamless extension of your business—built to operate behind the scenes but always in sync.

We designed our system to plug into your practice with as little friction as possible. From onboarding to day-to-day management, we take care of the portfolio strategy so you can stay focused on deepening client relationships and growing your business. Here’s what partnering with us looks like:

  • We take care of the backend so you don’t have to. From creating separately managed account (SMA) structures to integrating risk management protocols, we handle the technical setup and keep everything compliant and organized.

  • You’re the one your clients trust—and that doesn’t change. We stay behind the scenes, ensuring your portfolios are aligned with the strategy. You’ll always have full transparency, and your clients will never feel disconnected from you.

  • Our proprietary algorithm scans for opportunities across a global equity universe. It adapts to changing markets, taking advantage of timing, sector shifts, and country-level dynamics—so your clients’ portfolios always have a plan behind every move.

  • All updates, insights, and positioning changes are communicated directly to you. We make sure you know what’s happening and why, so you can confidently share it with clients and use it as part of your ongoing planning conversations.

  • You decide how much visibility your clients have into what we’re doing. Whether you want to highlight our strategy as part of your value proposition or keep it tucked under the hood, we support the approach that fits your brand.

Let’s Talk Strategy

Interested in learning how this can fit into your practice? Submit the form below and we’ll schedule a short intro call to see if there’s a fit.