Our Story

In this everchanging world we cannot predict the future, but our trusted advice and portfolio management services relies heavily on research, lessons from history, data analysis and instincts developed over more than 30 years investment experience.

 

We make. The Difference

 

Why Choose Us

Trusted

We provide trusted advice and portfolio management services.

Independent

We generate independent investment thinking.

Investment Advice

A specialise in prudent investment advice and tailored asset managments solutions.

Research

Our solutions relies on fundamental and quantitative research combined with more than 30 years experience.

Meet our Team

Inus Van Rooyen











inus Van Rooyen

CEO

MComm, MAP, PGDip 

CFA 1, RE1, RE5.

Investment Committee

25 yrs Experience

Dries Du Toit











Dries
Du Toit

  CIO

MSc Mathematical Statistics, CFI,

RE1, RE5, RE3

Investment Committee

52 yrs Experience

Gys Liebenberg











Gys
Liebenberg

Financial Advisor

Registered Financial 

Planner  RFP1, RFP2

RE1, RE5

41 yrs Experience











Esther
Muller

Financial Advisor

ILPA – Institute of Life 

and  Pensions Advisers (UFS)

RE5

40 yrs Experience











Antoinette Bergh

Financial Advisor

CFP, Company Secretarial

 & Governance Practice 

RE5 

9 yrs Experience

Emile Liebenberg











Emile
Liebenberg

Financial Advisor

Wealth Management

Regulatory Exam: 

RE5

9 yrs Experience 

Anita VERMEULEN











Anita
Vermeulen

Financial Advisor

CFP, Office Management UNISA

RE1, RE5, RE3

35 yrs Experience

GrahAM Flagg











Graham
Flagg

Finance, Compliance Manager

B.Econ, MDP (Gibs),

Cert HM.

RE1, RE5.

25 yrs Experience










Marlene
Allers

PA & Client Service

Office Management 

UNISA

18 yr  at DDTC











Johanne
Kotze

PA & Client Service

 

 

 

 

 











Tienie
Le Roux

Legal & Estate 

Planning (Consultant)

B Proc, 

Hons B (B & A), 

MBA

Rafiq Taylor











Rafiq
Taylor

Investment Commitee member (SMMI)

BCom Hons,

Bcom (PPE)

SMMI

19 yr Experience

Imraan Jakoet











Imraan
Jakoet

Investment Commitee member (Graviton)

 

BCom Hons,

Bcom

Graviton Invest

14 yr Experience

 

Lehan Kruger










Lehan
Kruger

Investment Commitee member (Graviton)

 

BCom Hons,

CFA Charter holder

SMMI

12 yr Experience

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