MitonOptimal is a trusted and independent Discretionary Fund Manager (DFM) offering tailored investment solutions to financial advisors and their clients. For over 25 years, Cape Town-based MitonOptimal has established enduring partnerships with advisors by emphasising innovation, adaptability and a steadfast client-centric approach.
As a DFM, our mission is to provide advisors with the assurance that their clients’ investments are expertly managed. We streamline client onboarding, compliance, reporting and regulatory processes while serving as a reliable investment partner through all market conditions.
Providing peace of mind to financial advisors and their clients for over 25 years
Heart of our success
At the heart of our success is our experienced and collaborative team. Roeloff Horne, Head of Portfolio Management, leads a skilled committee of investment specialists dedicated to managing local and global portfolios. Supporting this team are Executive Directors George Dell and Jolandi Slabbert who lead professionals in compliance, operations, marketing, client relations and back-office support; all working together to deliver a seamless experience. Our collective expertise enables us to confidently navigate volatile markets, adapt to evolving regulations and embrace technological advancements.
MitonOptimal’s investment philosophy
MitonOptimal’s investment philosophy prioritises capital preservation, downside risk management and strategic asset allocation. By combining insights from both global and local markets, we strive to deliver consistent returns with a focus on safeguarding client assets. This approach aligns with the long-term goals of financial advisors and their clients, providing peace of mind through expert portfolio management and robust regulatory support.
Our client-focused investment solutions are built on a rigorous process of strategic and tactical asset allocation, designed to meet the unique needs of advisors, their clients and assets under management:
- Core Model Portfolios: A diverse range of portfolios available via most local and offshore LISPs.
- Hedge Fund Model Portfolios: The ASTUTE range, comprising two portfolios consisting of only absolute return funds and hedge funds.
- Tailored Model Portfolios: Custom-designed solutions in collaboration with advisors for specific client needs, accessible on preferred LISPs.
- Collective Investment Schemes (CISs): A variety of CIS options, including bespoke solutions for specific requirements.
- Financial Planning Solutions: A selection of innovative retirement and tax planning solutions – the Managed Life Living Annuity and Tax-Free Savings Accounts.
Our mission is to provide advisors with the assurance that their clients’ investments are expertly managed
Beyond investment management, our DFM offering includes comprehensive support services such as fund manager due diligence, research, onboarding, compliance and portfolio implementation. These services enable financial advisors to focus on strengthening their client relationships.
MitonOptimal’s focus
MitonOptimal is focused on delivering consistent results, reflecting our commitment to client success. Through disciplined processes and an innovative mindset, we provide the confidence and peace of mind that financial advisors and their clients deserve.
Contact information
For more details or to explore partnership opportunities, contact:
- George Dell, Executive Director, Discretionary Fund Management
- Telephone: 021 689 3579
- Email: george@mitonoptimal.com
- Website: www.mitonoptimal.co.za
