Personal Investments

Our starting point is always you. We like to take the time to get acquainted with you, your circumstances and what you want to achieve from your investments. Your priority may be growth, income or a mix of the two. You could be interested in particular types of investments, such as stocks, bonds or cash. Perhaps a foreign currency portfolio is relevant, or there may be specific global markets in which you would like to invest. Your personal taxation requirements are also a key factor to take into consideration. By liaising closely with you and any professional advisers you may have and by carefully taking many factors into account, we seek to ensure that your investment portfolio is exactly tailored to your needs.

Your personal investment team

The hallmark of our service is that you should benefit from a high level of personal attention by means of the services of an experienced portfolio team of fund management professionals. By limiting the number of clients assigned to our fund management professionals, we strive to ensure that you receive the highest level of service.

Having discussed your investment requirements with you, we are then able to develop an appropriate investment strategy, given your particular investment requirements. From the outset, investment parameters are established within which we will then operate.

To keep you up to date, you will receive monthly valuations that highlight the performance of your portfolio. In addition, we ideally try and meet with you (and your advisers) at least once a year to review your portfolio. However, we are always available to discuss any aspect of your portfolio. You can be assured of the highest level of expertise and quality of service, together with absolute discretion and dependability at all times. A planned approach…

Stage one

We will analyze your investment requirements and develop an overall strategy which addresses your investment goals and sets out parameters.

Stage two

All of our clients receive a tailored investment service, and to facilitate this process, some clients find it helpful to look at one of our model portfolios, which provide an indication of our current thinking. These often add insight in the type of investments that could make up your portfolio. They may not reflect the finished structure of your portfolio, but provide a useful starting point. Models are based on income, growth and a mix of the two, and are available for SA and international markets.

Stage three

Only now will we make specific investment selections based on Contego's rigorous research and analysis process.

Stage four

Once your portfolio is up and running, we closely monitor individual company performance. We will continue to shape your portfolio in order to control the risk and to take advantage of opportunities as they arise.

Next steps

Understanding the particular needs of high net worth clients is what truly sets us apart. We would be delighted to discuss your investment requirements in more detail and to demonstrate why Contego Securities (Pty) Ltd should be your first choice of an investment partner.