Investing your hard-earned cash is no small matter. As an investor, you deserve to have an experienced adviser on your side who understands your needs, is passionate about enabling you to achieve your goals and committed to journeying with you through the good and the bad times.
Advisers who partner with Graviton benefit from the scale and extensive resources afforded by the Sanlam Group. Thanks to our specialist business support, they can dedicate their time to maximising your outcomes. This means you get:
Graviton advisers follow a unique and disciplined investment process, giving you the peace of mind that your savings are in the best hands possible. After assessing your short, medium and long term requirements, your adviser will combine well-researched solutions to create a personalised investment portfolio to help you reach your financial goals.
In order to create your investment portfolio, your adviser will follow a disciplined 4-step process:
Analyse your current financial situation and future needs.
Identify the appropriate investment strategy based on your financial needs.
Select a combination of Graviton funds aligned to your unique asset allocation.
Choose the right product to house your personal investment portfolio.
Everyone has different investment needs. When you appoint a Graviton adviser to oversee your investments, you can decide exactly how involved you want to be in terms of managing your portfolio.
Choose from one of the following portfolio management options:
Your adviser has full control of your portfolio, and makes changes based on the Graviton house view, before reporting back to you at review meetings. This enables your adviser to be more proactive and responsive to market changes, therefore making the entire process more efficient.
In this case your adviser will require written instruction from you before a change is made to your portfolio. While this might limit your adviser’s level of proactivity, it will ensure that you have full control over every change and decision that is made with respect to your investment portfolio.