AFFORDS ADVISERS TIME
Our DFM offering extends through a range of support services that benefit financial advisers in the delivery of investment management to their clients.
In addition to our Core Model Portfolios, we offer a range of Wealth Core Model Portfolios which are available via the following LISPs:
- Allan Gray
- Allan Gray International
- Glacier International
- Momentum International
- Ninety One
WEALTH SUPPORT SERVICES
Risk profiler (Objective Analysis)
Record of advice
Weekly investment meeting summary
Monthly attribution reports
Monthly buy lists
Monthly investment commentary
Quarterly asset allocation overviews
Quarterly client reports
Macro economic overview
Asset class analysis
INSIGHT & EDUCATION
Regular Market Insights
Videos and Podcasts
End client and adviser education
RISK & REGULATION
We help navigate and comply with the fiduciary requirements:
FICA, TCF, Reg 28, Client reporting, RDR
Black Stone Capital has chosen MitonOptimal as a DFM partner because of their professionalism, client value proposition
and para planner solution…and so the journey continues!
I find the team at MitonOptimal to be professional, their research is thorough, and I enjoy the collaborative nature of the relationship.
This relationship has added significant value to my practice by minimising advice risk, enhancing client outcomes and improving my practice’s professionalism.