OUR MODEL PORTFOLIO SERVICE

Why a Model Portfolio Service
 

This service is for advisers looking to outsource discretionary investment management in a platform environment. Our model portfolio service enables you, the financial adviser, to maintain full control of your client relationship whilst outsourcing the discretionary fund management to us. We are accredited by all major linked investment service providers (LISPs) in South Africa. 

 

Our Model Portfolio Service is available on the following platforms:

  • Allan Gray

  • Discovery Invest

  • Glacier

  • INN8

  • Momentum Wealth

  • Momentum Wealth International

  • PPS

  • Stanlib

  • Wealthport

 
Investment Process

Managing an investment portfolio is a complex challenge, requiring continuous monitoring and research. Our Model Portfolio Service is designed to address these issues through our five-step investment process.

Investment Mandates

Our Model Portfolio Service allows for various risk-profiled portfolio mandates, each aiming to deliver risk-adjusted returns.

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© 2023 by Sequoia Capital Management

An authorised financial service provider, FSP 49393