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    INVESTPORT

    Independent, Unbiased and Impartial Advice.

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    Specialist Knowledge and Experience

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    Independent Investment Advisors

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Welcome To Investport

Investport is an independent professional financial advisory business, specialising in investment planning and advice to high net worth individuals.

We specialise in:

  • Composition of Investment Portfolios
  • Discresionary Portfolios
  • Living & Retirement Annuities
  • Preservation & Pension Funds
  • Retirement Planning
  • Offshore Investments


Specialist Knowledge

Deciding on different asset classes and selecting portfolio managers is a skill requiring specialist knowledge and continued research.

Anton Kok

Anton Kok

Director

Deciding on different asset classes and selecting portfolio managers is a skill requiring specialist knowledge and continued research. Anton Kok has more than 20 years experience in the broader investment market and asset management industry. Anton’s exposure to a wide range of investment institutions enables him to form objective and comprehensive investment strategies. His involvement with various fund managers puts him in the ideal position to present clients with the optimal solution.

He served on the advisory committee of the Minister of Finance. Was elected as Chairman of the Unit Trust Association of South Africa for 2 terms. Managing Director of Coronation Unit Trust. Head of Investec Wealth Management in the Western Cape with total assets of R6 billion under management. The Investec Winelands Office was opened under his initiative and leadership in 2008. Anton completed his B Th and M A degrees at the University of Pretoria.

Inus van Rooyen

Inus van Rooyen

Director

Inus joined Investport in 2010. He has more than 20 years’ banking and financial services experience including corporate experience at Investec Private Bank and Nedbank Corporate. He spent the past 7 years as private consultant providing investment and business consulting services to clients in a variety of industries such as agriculture, industrial, high-end service and property. Inus holds a M.Comm degree in Agricultural Economics; MAP (WITS); and furthered his post graduate studies in at the University of Queensland in Australia. He also completed CFA Level 1 and RE 5 & RE 1.

Value Proposition

Investport is an independent “best of breed” Investment House. We pride ourselves on our independence and the fact that we do not have a proprietary Fund Manager in our group.


INDEPENDENT UNBIASED AND IMPARTIAL ADVICE

Investport is an independent “best of breed” Investment House. We pride ourselves on our independence and the fact that we do not have a proprietary Fund Manager in our group.
As Independent investment advisors:

  • We can act in a way that will always benefit our clients recommending suitable financial products from the whole of the market.
  • Our investment decisions are based on merit only.
  • Our financial advice is free from any conflicts of interest.
It is important to note that Independence is a competitive advantage that we have over many of our competitors.

CUSTOMISED SERVICE

Every client’s portfolio is individually constructed by choosing the best combination of Investment Managers according to the risk tolerance and particular needs of the client. We believe that Investment advice is an ongoing process of evaluating current and potential allocations of financial assets and choosing those allocations that best fit the investor’s goals.
Our clients receive:

  • Comprehensive review of their investment portfolio on a quarterly basis.
  • Continuously updates on their investment portfolios.
  • Regular market updates.
  • Furthermore our clients are an integral part of every investment decision giving him/her peace of mind in the process and ensuring a long-term relationship of trust.
  • To ensure transparency we cannot implement any investment or any changes to the investment without the client’s consent. Clients need to sign off on all actions relating to the physical investment.
It is important to note that Independence is a competitive advantage that we have over many of our competitors.

PROSES THAT DIFFERENTIATES

Our primary aim is capital preservation of a client’s wealth and secondary real capital growth in line with the risk profile of the client. It is our goal to optimise the client’s portfolio by achieving lower risk through diversification together with above-average returns over the medium to long term.

INVESTPORT analyse a combination of investment products from different Investment Houses and advise on asset allocation, manager selection and portfolio construction to deliver the most appropriate risk-adjusted portfolio for our clients according to specific requirements. We do not facilitate third party funds, all client investment funds are transferred directly to large and reputable investment houses.

At the core of our day to day activities is the evaluation of investment service providers.

  • Evaluating Fund Manager’s performance.
  • Attending Fund Manager presentations.
  • Evaluating different investment philosophies.
  • Have regular meetings with service providers.
  • Staying up to date with the latest investment offerings and alternatives.
Investment analysis is an ongoing process of evaluating current and potential allocations of financial assets We follow a disciplined process to ensure continued high levels of service delivery. A schematic presentation of our normal process is set out below.

STEP 1

Client consultation to establish needs and to set investment objectives.

STEP 2

Decide on appropriate risk profile and formulating the investment strategy.

STEP 3

Establish optimum asset allocation for the specific client.

STEP 4

Selecting the most appropriate portfolio managers and do individualised portfolio construction.

STEP 5

Solution presentation to client for approval.

STEP 6

Implimentation

Investport is an independent professional financial advisory business, specialising in investment planning and advice to high net worth individuals.

Independent Unbiased and Impartial Advice.

OUR CLIENTS

Asset Managers

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