Truestone Capital is the asset manager of choice for professional introducers, and is widely used by reputable trustees, lawyers and accountants alike. Our Model Portfolio solutions cater to all risk tolerances and have outperformed their benchmarks since inception. These portfolios are composed of highly liquid and tradeable solutions and contain ‘best of breed’ managers in their respective sectors. The careful choice of such sectors, geographies and managers means that over time our portfolios benefit from improved diversification, growth, liquidity and returns.

Alternatively, should your larger clients require a more tailored solution, we are highly trained in the provision of portfolios containing carefully selected investments to the needs of your individual clients.

Our team of highly qualified professionals manage these portfolios on a daily basis, reviewing the performance of the underlying investments in real time and with highly precise entry and exit signals and criteria. Our methodology of ‘bottom-up’ stock selection has produced enviable outperformance since inception, which can be backed up with real portfolio examples, and/or referrals from our introducer client base if requested.

By entrusting the management of your client portfolios to Trustone you will benefit from a fully licenced and regulated asset management company, a highly qualified and experienced investment committee and superior outperformance. Your clients will have online access to their portfolios, performance and status information available at any time, benefit from regular meetings and updates, which can also be conducted at your offices to demonstrate solidarity and unity. Clients are exposed and able to interact personally and regularly with their portfolio manager if required.

Andrew Holland, a Fellow of the Chartered Institute of Savings and Investments (CISI), Certified Financial Planner (CFP) and Chartered Accountant is available to speak with you personally about our services, methodology and terms of business.

Should you be interested in conducting a meeting to discuss how Truestone Captial can improve the performance of your client portfolios please do not hesitate to contact us on (+27) 21 201 1885 or info@truestone-capital.com