Because we are focused on your goals and finding the right path to reach them with you, we use asset allocation modelling to structure your investment in a way that protects and builds your wealth. Through this dual process, we aim to balance the risk needed for a set reward in order to achieve your goals, based on your tolerance to risk and investment horizon.
With a building block approach, we use our allocation model to recommend a single managed fund, ETF or Model portfolio.
A model portfolio is a grouping of a number of underlying investment tools, built into a single product. Model portfolios are not classified as a collective investment portfolio, but are a combination of multiple unit trusts or tracker funds.
Each of the investment portfolios that we combine is selected to target a particular benchmark.
Model portfolios are transparent and you will be able to view each actively managed individual unit trusts and tracker funds that we use for your risk-based return requirements.
OUR INVESTMENT COMMITTEE INCLUDES:
Bennie Crous, CFA
BCom, Certified Financial Analyst
Dean De Sousa
BSc Honours Actuarial Science (Wits)
Lehann Fourie CFP ®