Investment Portfolio Management – Miton Optimal
FMS has a preferential agreement with Miton Optimal to conduct business on our behalf for the benefit of our clients. The active management approach that Miton Optimal has towards investing money is one of the key aspects that make them unique. This approach has been proved as very successful.
Miton Optimal’s history
MitonOptimal – FSP 734 & FSP 28160
MOPM-SA was established as Bond Street Financial Services in 2000, to meet the needs of independent financial advisors who required independent guidance, from experienced professionals, on the extensive variety of investment solutions available.
Such guidance was necessary, to impartially evaluate both products and funds which would match the needs and risk tolerance of the many and varied clients. Today, as MOPM-SA we are part of a group of companies that form the MitonOptimal Group, which collectively have R8.8 billion under advice. We offer a wide range of investment products and services, catering to IFAs / Financial Service Providers and their clients.
How can you benefit from our services?
- Comprehensive review of personal circumstances
- Independent and objective analysis of majority of available investment products
- Written recommendation with tailored solutions
- No obligation to accept recommendation
- No extra costs for the client
- Mandate service to actively manage investment (at small extra cost)
- Quarterly reporting on investment performance (if mandate service used)