|
PROFESSIONAL Neave Investment Management is a Financial Services Board approved investment manager. Stewart Neave is a professional (B. Comm. C.A. (S.A)) and accordingly offers a thoroughly professional service, utilising his wealth of experience gained in the accounting, stock-broking and investment management industries. INDEPENDENT Investment decisions are not influenced by the "house view" selling in-house products. PERSONALISED SERVICE I build ongoing long-term relationships with the client thereby gaining a thorough understanding of their investment profile and changes thereto over time. My great advantage over the larger financial institutions in that client deals directly with the investment manager and the client is not just a number and a check-list profile on a file that moves from one manager to the next as they get promoted, leave or transferred within the bureaucracy. SUPERIOR QUALITY SERVICE I provide the client with a superior quality service that I believe is unattainable elsewhere in the marketplace. COMPETITIVE MANAGEMENT FEES The client enjoys competitively priced management fees for the excellent quality of service I provide. The management fees can either be fixed or performance based. COMPETITIVE PRICING VS PRODUCTS My fees are much lower than the fees charged by by investment product providers. Unit trusts charge initial fees between 3 & 7 % (I do not charge an initial fee!) and other investment products usually have high administrative costs or hidden costs. COMPREHENSIVE INVESTOR PROFILING Every client is comprehensively profiled (risk and long - term objectives) before benchmarks are set and the investment strategy is determined. PERFORMANCE I am acutely aware of the predetermined benchmarks and performance is driven by tried and tested investment management techniques. SECURITY All investments are registered in the client's own name with approved stockbrokers/banks. COMMUNICATION I maintain regular contact with clients to ensure they are informed as to investment strategy and performance. All clients receive a monthly portfolio report. I meet regularly with clients to discuss their portfolios. INTEGRITY I always act in the best interests of the client. CAPITAL PRESERVATION Capital preservation is a cornerstone of my investment philosophy. I balance performance with relatively low risk levels. |
|
WHY |