Kensington Economic Group delivers extensive financial preparing and investment management expertise to our clientele. The SMMI Implemented Consulting Solution delivers economic planners and consultants a properly-researched answer that is uniquely positioned to meet the desires of your consumers through our robust and verified investment committee framework. Our retirement program advisory and fiduciary investment consulting solutions will match the ideal retirement program provider or investment manager to the requirements of your organization.
The securities talked about in any NYSSA presentation may not be appropriate for investors depending on their specific investment objectives and financial situation. The greatest worth we deliver to clients is our group of specialists. Because you are integral to the manager selection course of action, you also achieve understanding and insight into the portfolios that you offer you to your customers. We believe this collection of professionals and our access to quite a few investigation and investment partners supply us with a sophisticated and international investment capability.
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Sanlam Life Insurance is a licensed financial service provider. Copyright Â© 2018 Planned Financial Services. We acquire a much better understanding of your assistance process to establish the guiding principles that underpin the way your portfolio is managed. You need to not make any financial, investment, trading or other choice primarily based upon any of the information and facts presented at NYSSA with out undertaking your own independent due diligence and consulting with a certified and registered securities expert.
Sanlam Life Insurance is a licensed financial service provider.
Given that 1993, nonprofit customers like colleges, universities, hospitals and other 501(c)(3) organizations have trusted Highland to give impartial and informed investment consulting services. SMMI’s compliance group critiques the entire investment implementation approach every single quarter to make certain your funds continue to meet legislative specifications. And engaging a facilitator for your company’s investment management process rather than a firm that straight manages your funds gives you manage more than your company’s investment strategyâ€”and the direction you take it. We have alliances with research partners to enhance the depth and breadth of our coverage of investment opportunities offered to consumers.
Such a commitment to personalized service and consumer loyalty is based on the credibility of Becker, Burke’s investment suggestions, which has once once more been recognized by their high rankings on characteristics such as satisfaction with manager suggestions and the credibility of the consultant with clientele. The investment committee tends to make modifications primarily based upon what is happening in the globe and the markets, balancing the possibilities for returns as effectively as focusing on danger management.
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Sanlam Investments consists of the following authorised Monetary Services Providers: Sanlam Investment Management (Pty) Ltd (SIMâ€), Sanlam Multi Manager International (Pty) Ltd (SMMIâ€), Satrix Managers (RF) (Pty) Ltd, Graviton Wealth Management (Pty) Ltd (GWMâ€), Graviton Monetary Partners (Pty) Ltd (GFPâ€), Satrix Investments (Pty) Ltd, Blue Ink Investments (Pty) Ltd (Blue Inkâ€), Sanlam Capital Markets (Pty) Ltd (SCMâ€), Sanlam Private Wealth (Pty) Ltd (SPWâ€), Sanlam Credit Fund Advisor Proprietary Limited, Sanlam Africa True Estate Advisor Proprietary Restricted and Sanlam Employee Added benefits (SEBâ€), a division of Sanlam Life Insurance Restricted and Simeka Wealth (Pty) Ltd and has the following authorized Management Providers under the Collective Investment Schemes Control Act: Sanlam Collective Investments (RF) (Pty) Ltd (SCIâ€) and Satrix Managers (RF) (Pty) Ltd (Satrixâ€).
Institutional Investment Consulting – We believe this collection of experts and our access to numerous investigation and investment partners give us with a sophisticated and international investment capability.