We are a long-standing; award-winning financial services group and we are synonymous with:
• Innovation
• Independence
• Excellence
• Integrity
• Long-term partnerships.
These five core values define us, and guide everything that we do.
Our focus is to ensure that you achieve better outcomes by gaining a deep understanding of your long-term investment goals and putting your goals at the centre of the investment process.
Within a goals-driven framework we maximise the probability of achieving your predefined investment objectives.
This approach allows us to:
• Put your need at the centre of our investment process
• Construct portfolios targeting your specific needs
• Make use of the best investment managers in each asset class instead of relying on a single asset manager to manage all 8 asset classes used in a traditional balanced fund
• Achieve a level of manager, style, asset class and geographical diversification not achievable through the use of classic balanced funds
• Make use of a hybrid active passive solution
We have smart people, all committed to doing the right thing. People who thrive on solving problems too difficult for others to tackle; who spot opportunities others miss; and who intuitively know right from wrong and won’t cross that line.
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Industry
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Investment Management
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Company size
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11-50 employees
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Headquarters
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Rosebank, Gauteng
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Type
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Privately Held
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Founded
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2012
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Specialties
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Investment Strategy Design, Private Client Investments, Implementation Management, Economic Research, Investment Manager Research, Portfolio Construction, Investment Performance Reporting, and Regulation 28 Compliance and Reporting