MitonOptimal operates a highly successful Portfolio Management service in South Africa, under the banner of MitonOptimal Portfolio Management (Pty) Ltd (MOPM). Formerly known as Bond Street Financial Services and initially formed in 2000, MOPM agreed to merge with MitonOptimal South Africa (Pty) Ltd (MOSA), effective October 2013. Based in South Africa, MOPM manages a growing client portfolios service on behalf of Independent Broker Partners.
We constantly aim to meet the needs of independent financial advisors who required independent guidance, from experienced professionals, on the extensive variety of overseas investment products available. Such guidance was necessary to impartially evaluate products and funds which match the needs and risk profiles of the many and varied clients who require offshore investment products. We extended the service to domestic investments in 2003, bringing the same level of independence and objectivity to the South African investment arena. Today, as MOPM, we are part of a group of companies that has approximately R7 billion under advice and offer a wide range of products and services catering to the independent financial advisor and their discerning clients.
The key to successful investment management is to structure a portfolio to achieve the investor’s objectives within a suitable risk profile. A comprehensive review of the client’s needs and objectives is essential if the result is to be achieved with a minimum of risk. MOPM’s aim is to provide the investor with real returns over a set period. We aim to maintain the integrity of the solution for a client, employing the target and mandates of funds, qualifying our choice of funds by due process. Asset managers and their techniques are employed to beat the volatility of the related market segment as well as their respective targets for returns. Our Portfolio Management Team has many years of experience as investment advisors and/or investment management. We use a rigorous process to finalise our approach to investment management.
At MitonOptimal we diversify geographically, across managers, strategies and asset classes.
We Offer Security
MOPM utilises an A-rated third party custodian, where your money is invested with A-rated institutions and placed in the custody of an A-rated institution. We manage the portfolio allocation and can switch funds and strategies according to the agreed mandate, risk appetite and objective.
Our Long Term Track Record
We have been managing model portfolios since 2005 and have consistently outperformed our benchmarks. For detailed performance information please contact us.
For Further Information or Assistance
For further information, contact any of our Client Portfolio Managers, who will all be pleased to assist you.