Connect With Our Asset Allocation Experts
Our specialized teams are ready to guide you through personalized financial strategies. Each department brings unique expertise to help you make informed investment decisions.
Specialized Departments
Portfolio Strategy Division
Direct Line: +27842202657 ext. 101
Our portfolio strategists specialize in creating balanced asset allocation models tailored to your risk tolerance and investment timeline. We focus on diversification strategies that adapt to changing market conditions.
Market Research & Analysis
Direct Line: +27842202657 ext. 102
This team provides comprehensive market analysis and economic insights that inform our asset allocation recommendations. They monitor global trends and local market conditions affecting South African investors.
Client Education & Support
Direct Line: +27842202657 ext. 103
Dedicated to helping clients understand investment principles and asset allocation strategies. This team provides educational resources and ongoing support to build your financial knowledge.