INVESTMENT PORTFOLIOS
Ferguson Advisors provides its clients with a range of wealth management solutions, with a particular focus on setting up, planning, and maintaining investment portfolios alongside our clients. This allows us to provide our clients with a sustainable, tax and cost-efficient approach to wealth creation and management for long-term wealth.
OUR INVESTMENT PORTFOLIO MANAGEMENT SERVICES
We will sit down with you on a regular basis to review your financial portfolio comparatively in-line with current trends, costs, and tax efficiencies. This allows our clients to make the most out of their investments, on an on-going basis.
We take a structured and sustainable approach to gradually building wealth through adaptive strategies, developed to be in line with your investment goals over the long-term and the short-term.
This puts our clients in a position where they can grow their own wealth, build an additional income, prepare for retirement, and ultimately take better charge of their financial security and freedom.
Our investment portfolio management services include setting up portfolios that are made up of growth investments, shares, property and defensive investments, fixed interest investments, and more.
A COLLECTION OF TRUSTED SERVICE PROVIDERS
We ensure success for our clients thanks to our partnership with an array of trusted financial service providers who offer strong and sustainable investment opportunities for our clients. These providers include well-known establishments such as:
- Ninety-One,
- Discovery,
- Hollard,
- Old Mutual,
- Momentum,
- STANLIB,
- and more
WHY FERGUSON ADVISORS?
Ferguson Advisors pulls together the expertise of a dynamic range of passionate financial professionals to cover the full scope of investment and wealth management services.
Each member of our team provides services and advice that come from a background of extensive experience in fund management and planning for individual investors as well as corporations.
