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Investment Consulting

VFS Wealth Manager provides the highest quality of investment advice and practical solutions to corporations, foundations, trustees, and endowments. We assist with every aspect of institutional investing from strategy, structure and implementation through to ongoing portfolio management. We work with our partners to provide a broad network of research staff that has knowledge of economic and capital market trends. We maintain a strict separation of our duties as investment consultants, with investment manager relationships. This ensures that we give impartial independent advice to the client.

VFS Wealth Managers asset allocation systems suit both new and existing portfolios. We assist clients in formulating investment strategy, including drawing up an investment policy statement and deciding the broad asset allocation using a step-wise approach as follows:

  • Risk Analysis
  • Existing Portfolio Analysis
  • Developing Portfolio Efficient Frontier
  • Recommendations

We provide a detailed report and institutional investors can use the report to guide them through the tender process as they seek money managers for their portfolios. VFS Wealth Managers are also in a position to provide ongoing independent consulting services for institutional investors who want to manage their own portfolios.

To learn more about how we can help and more on our services, please feel free to contact us on +27 011 039 1979 or 011 039 0879 or send us an email here .

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