Our Model Portfolio Approach
Our model portfolios combine top asset managers who are meticulously selected to make the best investment decisions. Resources, skills and competencies of more than just one asset manager are used when investing in the model portfolios and they are available to all Securitas™ financial advisors. Our model portfolios have been designed around investment needs and clients’ specific risk profiles.
For more information on how our team of wealth experts can help your investments grow, email us at | info@securitas.co.za
The Securitas Wealth Approach
Securitas Investment Portfolios
Over a hundred years of combined investment experience.
Active Management
Analysing the client’s current situation, goals and objectives.
Independent Solutions
Licensed with all established platforms and companies.
Strategic Financial Planning
Short- and long-term planning, pre- and post-retirement planning.
Competitive Fees Structure
Customised fees in a competitive market.
Professionalism
Well-established, qualified and experienced team of advisors.
Portfolio Revision
Performance comparisons and reviews of the financial planning.
Weekly Market Overview
Weekly wealth newsletters to keep clients updated on the latest financial news.
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