By combining our collective knowledge and experience, our clients receive a fiduciary service unparalleled on the South African consulting landscape.
Our business is entirely focused on investment advice. We assist institutional investors in developing an appropriate long term investment strategy, selecting the most suitable asset managers and constructing robust investment portfolios for their members retirement savings. We also provide discretionary fund management services (model portfolios) to independent financial advisors. Lastly, we provide investment asset administration services (e.g. unit pricing, reporting) to retirement funds.