- +27 87 821 3839
- info@spartaniveswealth.co.za
Investment philosophy
Our pioneering approach to wealth management uses behavioural finance – how emotions impact your investment decisions – to help improve your long-term returns. We measure different aspects of your personality to develop more effective individual investment solutions that reduce the negative impact on returns caused by emotions.
We Provide
Portfolio Management
This option is best suited for investors who prefer to delegate the management of their investments. We’ll work out the best strategy with you and then make investment decisions on your behalf in line with the agreed objectives. The value of investments can fall as well as rise. You may get back less than you originally invested.
Expert portfolio management
Your investments will be managed by our portfolio management team, who’ll use our extensive resources, capabilities and research to help you achieve your financial ambitions
We Provide
Advisory Services
We’ll provide you with expert advice and tailored investment recommendations, but the final decision and management of your portfolio is down to you. The value of investments can fall as well as rise. You may get back less than you originally invested.
Understanding your goals
We’ll take the time to understand your ambitions, personal circumstances and approach to risk to provide tailored advice and recommendations to help you achieve your investment goals.
Global Markets
For consistent, reliable long-term returns Gain exposure to a range of asset classes from around the world through our combination of index-tracking funds that aim to provide consistent, reliable long-term returns, while keeping your costs low. Minimum Investment: R 1 Million
Asset Class Fund
An exclusive blend of actively managed and passive funds Diversify your wealth across managers, asset classes and regions, with a ready-made investment solution. Minimum Investment: R 1 Million
Growth Fund
Make a positive impact with your investments Our impact investing fund enables you to generate positive financial returns while also making a positive impact on social and environmental issues. Minimum Investment: R 1 Million
