Managed Model Portfolios

Risk rated 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.

Investment Products

  • Tax Free Investments

  • Offshore

  • Local

  • Endowments

  • Retirement Annuities

  • Pension Preservation Fund

  • Provident Preservation Fund

Investment Platforms

Ninety One Logo
Momentum Logo
Glacier Logo
DMA Saxo Bank Logo

The benefits of model portfolios are:

  • Having a systematic investment and fund selection process.

  • An easy way to match multiple portfolios according to different investment objectives.

  • Fee sensitive solutions.

Book an appointment and receive bespoke consultation from a diverse range of investment professionals dedicated to providing a specialized service to meet your unique investment objectives.