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Why choose us

WEALTH OF EXPERIENCE

Access to superior returns through our understanding of local markets, which translates into a portfolio of our best ideas Access to expert Portfolio Managers

TEAM APPROACH TO PORTFOLIO MANAGEMENT

Confidence in the Sustainability and Integrity of the Investment Process Customized Investment Management Investment Decisions with clear accountability

DISCIPLINED PROCESSES

Investment returns that are explainable, definable and seek to be repeated

Adherence to well defined processes

Quality controls and transparency

RISK MANAGEMENT

Portfolios that support the risk-return trade off that clients’ seek, and an understanding of what drives returns over time

Transparent processes supported by Technology

Risk analysis embedded throughout

EFFICIENCY AND TIMELINESS

Using our Agilis Investment Management Solution, we provide timely, efficient and accurate services whether trading, reporting or performance measurement

PERFORMANCE REPORTING AND MEETINGS

Quarterly meetings to explain investment performance and economic highlights

Quarterly Investment Reports

Monthly Valuation Reports

Personalized Investment Advice

Our Values and Ethics

  • bag Professionalism
  • bag Integrity
  • bag Humility
  • bag Tireless
  • bag Trailblazing
  • bag Insightful

APA Insurance Group 2017