MitonOptimal is an independent, owner-managed investment management business delivering focused investment solutions and support to enable advisers to meet their clients’ Investment objectives.
We partner with advisers, sharing the investment decision-making and administration with them. This partnership affords advisers time – time to focus on the critical aspects of their business – whilst the investment research, due diligence, implementation, administration and reporting is conducted by a dedicated team of specialists.
Our investment philosophy is unashamedly simple, “diversification, through unconstrained global asset allocation, within an absolute return mindset”, with the aim of achieving our clients’ objectives, through the management and control of risk.
MitonOptimal South Africa (Pty) Ltd is a part of the MitonOptimal Group of companies.
MitonOptimal South Africa (Pty) Ltd (Registration No. 2005/032750/07) - (Authorised Financial Services Provider License No. 28160). MitonOptimal Portfolio Management (Pty) Limited is an Authorised Financial Services Provider Licence No. 734, regulated by the FSCA – Registration No. 2000/000717/07.
Industry
Investment Management, Independent financial advisers, Financial and insurance services, Business Services, Financial services: Leasing and leaseback
HQ Location
Great Westerford, Suite 202, South Wing,
2nd Floor, 240 Main Road,Rondebosch
Cape Town, Western Cape 7700, ZA
Keywords
Advisory ServicesFund ManagementDIM ServicesAsset ConsultingDFM Servicesand Portfolio Management ServicesPortfolio Management Services