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Rockfin has partnered with Momentum Investment Consulting for the provision of model portfolio services for their clients, and firmly believes that these solutions will provide the optimal outcome when it comes to clients’investment needs. These Model Portfolios have been specifically designed to align with Rockfin’s financial planning and advisory process.

Outcome-based investing

Over the past 18 years, Momentum Investment Consulting has evolved to focus on building world-classoutcome-based investment solutions that align with clients’ unique objectives. All considerations – from mandate design, asset allocation, risk management, portfolio construction, structuring and reporting – are aimed at achieving clients’ goals. By creating a unique and sustainable investment proposition, MomentumInvestment Consulting aims to keep clients invested, thus creating a stress-free journey to get to their stated objectives. Six dedicated individuals collectively manage assets in excess of R3.2 billion and benefit from access to the Momentum Investment team, comprising of more than 80 local and international investment professionals.

WHY INVEST IN A MODEL PORTFOLIO?

Model portfolios provide a simple, cost effective means of appointing an expert Portfolio Manager to manage your portfolio. This is done in line with your investment objectives as identified by your financial advisor.Clients with a similar risk outlook and return objective are invested into a carefully selected range of investment options, which are specifically designed to cater for the needs of the group of clients in question.This collection of investment options is known as a Model Portfolio.

Expert Management

Your investment portfolio is managed by a qualified and highly experienced Portfolio Manager. The PortfolioManager applies their wealth of experience, quantitative and qualitative research skills to continuously monitor the risk and performance of your model portfolio investment, and to ensure that the optimal asset allocation and fund selection is implemented to achieve your identified investment objectives.

Rockfin has launched a 4 strategies  initially namely a conservative , moderate , growth and flexible model strategies. Th portfolios are currently available exclusively to Rockfin clients on the Momentum Wealth , Allan Gray , Investec and soon Sanlam Glacier platforms.

This is a significant milestone for Rockfin and its clients as the practice grows from strength to strength.

See more: Structured and Model Portfolios