Vanwealth Portfolio Management

Financial Services - Stellenbosch, Western Cape, ZA

Vanwealth Portfolio Management Senior Management
Van Preez

Managing Director & Investment Manager

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Vanwealth Portfolio Management Details

Vanwealth Portfolio Management is an independent financial services company with specialized focus on investment management, personal and business insurance, medical aid and other financial services. We add value to our clients by strategically focusing on the following three important aspects: | Wealth Creation | Wealth Preservation | Wealth Management | Every investment strategy is created, computed, calculated and analysed by means of an investment model which was developed in-house. This means that each investment strategy is generated by means of its own merits and investment objectives set out by the client. We enable our clients to have full access to their investments via our excellent online platform. We believe in individual investment strategies for each and every client. We believe in strong fundamental investment strategies backed by intellectual calculated proof. We understand how crucial correct planning is for any investment decision, and therefore we put a lot of effort into consistently delivering the most suitable investment strategy for our clients and executing it meticulously and conscientiously. We use a model which was developed in-house over the past 3 years. In this model we investigate the nature of funds, and the way they interact with one another in a portfolio situation.

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Employees: 6
HQ: +27 82 372 9822
Location: Stellenbosch, Western Cape, ZA
Revenue: $5.2 million
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