Invest with us
INVESTMENT OPTIONS TO CATER TO ALL OF YOUR INVESTMENT NEEDS
International Portfolio Management and Forex
Foundation Fund Managers provides a boutique asset management approach, backed by our Category 2 FSP license and seasoned inhouse investment committee, will ensure that your money is being looked after as if it were our own. More than this, you will have direct access to the team managing your investment while allowing us to get to know your needs as an investor.
Services Include
- Financial Emigration
- Foreign Exchange
- Local Share Portfolios
- Offshore Funds
- Offshore Share Portfolios
Private Wealth Management
Quattro Investment Brokers is an independent brokerage that offers a complete range of wealth-management services, tailored to your unique financial planning needs. Our Wealth Planners provide the expertise, personalized care and resources to help you meet your financial planning, investment, and estate planning needs.
Our goal is to learn what matters most to you and to understand the life you want to live so that we can help you to live your best life today and to preserve and transfer your wealth to the ones you love.
Corporate & Employee Benefits
Quattro Investment Brokers offers comprehensive pension fund, provident fund and group retirement annuity solutions to our client base. Each employee benefit scheme, whether existing or new, receives a full analysis in terms of appropriate structure and investment advice. Each individual scheme member is also entitled to Quattro’s full range of financial services.
Quattro Investment Brokers (Pty) Ltd is registered with the Financial Sector Conduct Authority (FSCA) as a Financial Services Provider (FSP No 46524).
Asset & Wealth Management
Quattro Fund Managers manages three risk-profiled unit trusts and one flexible unit trust for clients who wish to have an actively managed investment solution. QFM has partnered with Analytics Consulting (Pty) Ltd, who provide the advice and research upon which all decisions are made. The unit trusts are managed daily and are comprehensively reviewed every three months.
Quattro Fund Managers provides bespoke asset & wealth management through our four funds to meet your investment need and risk appetite: Quattro Flexible Fund, Quattro Growth Fund, Quattro Moderate Fund, and Quattro Cautious Fund.
Our Investment Philosophy
At Quattro, to achieve growth over the long-term we focus on high quality assets that have demonstrated consistency and have positive prospects. We manage risk through diversification and investment in assets when they offer value.
Unpacking our Investment Philosophy
- High quality assets: High conviction of solid and proven assets with pedigree.
- Positive prospects: This is where the global macro view comes in and the sustainability and future attractiveness of the sector and market is assessed.
- Manage risk: A risk adjusted approach is adopted.
- Diversification: Mitigating risk by investing in instruments and sectors that would behave differently if faced with the same event.
- When they offer value in the market: The Quattro investment philosophy is strongly driven by valuations. Through research and analytics, Quattro seeks to determine the asset’s true and real value (without the influence of sentiment) and invests when the asset is at fair value, or even undervalued.
- Long-term: Quattro seeks returns over the long-term.