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STRATEGIQ offers a range of investment solutions for financial advisers, corporates, trusts and family offices.

Our purpose is to provide our clients with a trusted partner in discretionary fund management services focused on achieving superior risk-adjusted returns.

When you partner with us, we put our years of global and local expertise to work, using strategic asset allocation to ensure optimal investment outcomes over the long-term.

STRATEGIQ for Advisors:
Our discretionary service is ideal for financial advisers who wish to delegate the responsibility of the day-to-day management of their clients’ investments to a professional investment manager.

STRATEGIQ for Corporates:
We focus on structuring customised corporate cash management solutions across various providers and market offerings, specifically supporting operational, core and targeted cash positions.

STRATEGIQ Invest:
The STRATEGIQ Invest advisor portal equips sophisticated advisors with a modern, easy-to-use, white-labelled user interface. The automated platform is specifically aimed at advisers who prefer personalised investment solutions for their high net worth clients.

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November 25, 2023 in Weekly Review

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Why us?

Dynamic process
A dynamic investment process that is personalised to meet your clients’ specific needs and requirements.

Strategic asset allocation
Strategic asset allocation remains the single most important consideration in constructing an optimal investment portfolio.

Independent
Owner-managed and independent, allowing us the necessary flexibility to put clients first.

Specialist partnerships
Access to investment managers who are often out of reach for most investors with access to institutional fee classes.

Experienced team
Highly qualified and experienced investment team focused on investment research and portfolio management and the highest standards of client service provided by an experienced support team able to provide high-quality administrative support.

At STRATEGIQ we understand that every investor is different, requiring a personalised investment strategy that will meet their long-term goals and objectives.

HOW CAN WE HELP YOU?

We believe that staying focused on long-term goal achievement versus short-term performance offers the best opportunities for investors.

Our discretionary service is ideal for financial advisers who wish to delegate the responsibility of the day-to-day management of their clients’ investments to a professional investment manager.

We will look after the management of your clients’ portfolios, allowing you to focus on what you do best: developing client relationships and growing your business.

Our corporate cash advisory and investment team has extensive experience in supporting Corporate South Africa, including listed & private companies, insurers, corporate trusts, and foundations. We focus on structuring customised corporate cash management solutions utilising best-in-class asset managers and funds, specifically supporting operational, core and targeted cash positions.

Our customised solutions encompass a holistic approach to maximise returns within your companies’ specific risk and liquidity parameters.

STRATEGIQ Invest is an adviser-directed portal that has taken the complexity out of investing, to bring financial advisers and ultimately their clients the transparency and simplicity they deserve.

Advisers play an important role in clients’ achieving their long-term financial goals. STRATEGIQ Invest enables sophisticated advisers to interact with their clients through a series of questions to analyse their risk and find the best way to achieve their client’s goals.

Our smart risk-profiled investment solutions then go to work to create a personalised investment strategy.

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