Intelligent Investing

We believe a disciplined investment process reduces risk and delivers consistent returns

Who we are

Interactive Portfolios is an independent discretionary fund management service provider (CAT II FSP) providing investment services to independent financial advisors.

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.

Setup an investment account and select a investment portfolio that is suited to your required return and risk profile.