The second most valuable advice is to know what your tolerance for risk is. We are all unique and everyone has his/her own hopes and fears, objectives and ambitions, and maybe more importantly - our own circumstances and experiences. To carefully put an investment plan together without taking your risk profile into consideration, will simply not be based on reality.
Optimum Financial Services Group firmly believes in the multi-management approach to investments. We believe this approach adds real long term value to a portfolio with the lowest risk levels. Our team is dedicated to an active investment and risk management process within the various layers of multi-managing. We aim to deliver consistency and superiority in long term risk adjusted performance to our clients.
Our house-view is that a precise understanding of what each manager contributes to the overall portfolio. Detailed understanding of risk and how to mitigate it through diversification, forms the basis of multi managing. This house-view is implemented through in-depth manager research, analysis and constant monitoring.
5 reasons to switch to Optimum Invest:
- We believe that clients are the most important component of our business and serve them with honesty and integrity.
- We harness the professional skills of well-trained motivated financial advisers and portfolio managers, with the ability to deliver beyond our promises.
- We provide superior advice and transparent guidance with tailor- made solutions to suit every individual’s needs.
- We set the standard for distinctive and efficient service through our highly skilled team of administrative personnel and professional advisers.
- We are an independent establishment ensuring no conflicts of interest and objective, independent advice.
How much is your current Investment premium?
Use this slider to select your current monthly premium
R 4 000