Intelligent Investing
We believe a disciplined investment process reduces risk and delivers consistent returns
Mission
To help investors reach their financial goals. We do this by working with financial advisors to maintain and build investment portfolios suited to their business and their client’s investment objectives.
History
Interactive Portfolios is an owner managed business founded in 1947. The current CEO Wayne Rosenberg has over 50 years industry experience. Wayne is well known for his success as CEO of the JSE listed financial services group Appleton LTD, and was a key stakeholder in the merger with PSG in 2003.
Mission
To help investors reach their financial goals. We do this by working with financial advisors to maintain and build investment portfolios suited to their business and their client’s investment objectives.
History
Interactive Portfolios is an owner managed business founded in 1947. The current CEO Wayne Rosenberg has over 50 years industry experience. Wayne is well known for his success as CEO of the JSE listed financial services group Appleton LTD, and was a key stakeholder in the merger with PSG in 2003.
Investments
Interactive Portfolios offer a range of investments managed according to the investors objectives and risk profile.
Unit Trusts
Income Fund – Preserve capital and receive monthly passive income.
Balanced Fund – Preserve & grow your retirement funds.
Global Equity Fund – Grow your capital over the long term in global companies.
Tailored Solutions
We build tailored investment portfolios according to investors unique needs.
Managed Model Portfolios
Our risk rated portfolios are exclusively available to our clients on multiple investment platforms and designed for a variety of investment products. The portfolios range from income focused to growth-orientated portfolios.