PARTNERSHIP WITH
MITONOPTIMAL
AFFORDS ADVISERS TIME

SERVICES

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:

  • ABSA
  • Allan Gray
  • Allan Gray International
  • Glacier
  • Glacier International
  • Momentum
  • Momentum International
  • Ninety One
  • PPS
WEALTH SUPPORT SERVICES

Risk profiler (Objective Analysis)
Recommendations
Product Quotes
Product implementation
Record of advice

PORTFOLIO REPORTING

Weekly investment meeting summary
Monthly reports
Monthly attribution reports
Monthly buy lists
Monthly investment commentary
Quarterly asset allocation overviews
Quarterly client reports

ASSET CONSULTING

Macro economic overview
Asset class analysis
Manager recommendations

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

CLIENT TESTIMONIALS

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!

Trevor Carty

Black Stone Capital

I find the team at MitonOptimal to be professional, their research is thorough, and I enjoy the collaborative nature of the relationship.

Joy Immelman

Castle Investments

This relationship has added significant value to my practice by minimising advice risk, enhancing client outcomes and improving my practice’s professionalism.

Sean Lumley

Lumley Associates

Great Westerford, Suite 202,
South Wing, 2nd Floor, 240 Main Road,
Rondebosch, 7700, South Africa

Go to MitonOptimal Group

MitonOptimal South Africa (Pty) Limited is an Authorised Financial Services Provider Licence No. 28160, regulated by the Financial Sector Conduct Authority (FSCA) - Registration No. 2005/032750/07.
MitonOptimal Portfolio Management (Pty) Limited is an Authorised Financial Services Provider Licence No. 734, regulated by the FSCA – Registration No. 2000/000717/07.