Balanced & Diversified Portfolio
Local and offshore asset classes
Active & Passive Managment
Approved by Financial Sector conduct authority
Custodian Wealth follows a conventional approach to investing utilising investment products, funds and instruments that are approved by the Financial Sector Conduct Authority of SA. Diversification through local and offshore asset classes is a key feature in each of our client’s portfolios.
Although we have a bias towards ‘active’ investment management – particularly over the long term – we acknowledge the merits of ‘passive’ investment management, and will use a blend of both styles where appropriate.
Our investment strategy is based on a time-weighted model designed to reduce the uncertainty often associated with investing, through the management of risk. The concept of time diversification enables us to strike the right balance in each clients portfolio to enable them to achieve their investment objectives.