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OUR
SERVICES - GLOBAL INVESTMENT ADVICE
We believe that before venturing into
the world of investments, it is critical to properly
understand and evaluate your personal risk profile.
Most of the mistakes that we have seen made by investors
are caused by poor choices taken outside the risk levels
appropriate to their particular circumstances. These
may have been too conservative, too risky or simply
unwise products not suited to their needs.
Whether you are investing in South Africa or abroad,
our research team constantly delves into the underlying
details and fundamentals of quality investment products,
rating them in terms of risk and returns, geographic,
currency and asset allocations.
We only advocate top quality fund management
companies that have passed our rigorous selection criteria.
We negotiate bulk investment discounts with them and
constantly monitor both their performance and their
adherence to risk management within the funds mandate.
By placing investments through us our clients are able
to benefit from lower commission and management fees
than those normally charged.
Our range of local and offshore investment
solutions includes: -
Portfolio advice is offered free and
without obligation. Our fees are earned through commissions
paid by the financial institutions - always fully disclosed
in writing. After we have assessed your risk profile
and understood your objectives we will always provide
you with a written investment strategy that: -
- summarises and comments on your investment mandate
[to ensure we have correctly understood your needs
and risk level]
- indicates the source and extent of research undertaken
on your behalf;
- analyses and explains the options applicable to
you; and
- helps you to make informed and appropriate decisions.
When you are comfortable with the advice
given, we handle all the burdensome administrative procedures,
including tax clearances, foreign exchange applications,
form completion and compliance formalities.
Once you have invested with us we accept
the task of monitoring the investments for you and keeping
you informed on a regular basis. Our reports are designed
to give you "the bottom line" in easy graphical
format with a table of inception and current values.
If you would like to visit the web
sites of some of our approved fund management companies
then click here to be taken
to our links page. |
