The StrategiQ Managed Portfolios are constructed in accordance with our Investment Philosophy and Process.
Investors will have direct ownership of JSE listed equities, globally listed equities, real estate holdings, preference loan stock, and government bonds within the investment guidelines of each specific mandate.
Every investor has a unique set of aims, objectives and circumstances. We will always begin by working with your financial adviser to identify a set of achievable investment goals that take into account your investment time horizon, your attitude to investment risk and the investment returns you require. Thereafter, creating a personalised managed account solution that best meets your investment needs.