At STRATEGIQ Capital, an owner-managed and independent investment firm based in Cape Town, we partner with independent financial advisors who share our vision for delivering exceptional investment outcomes. Our goal is to enhance their value proposition by providing access to a diverse range of investment opportunities across the risk spectrum, encompassing both public and private market assets. Built on a foundation of independence, expertise and transparency, our partnerships with financial advisors drive us to deliver investment excellence and superior service consistently.
A blended approach
At STRATEGIQ, we blend entrepreneurial intuition with a disciplined investment process, ensuring expert management of client portfolios. Our firm has evolved, yet we remain steadfast in our commitment to independence, integrity and passion for investment excellence.
As a dynamic investment boutique, our culture is defined by innovation, collaboration and adaptability. We encourage our team to challenge conventional thinking, fostering a creative and transparent environment where diverse perspectives thrive. Open communication and active feedback loops reinforce a shared sense of purpose, empowering our investment professionals to deliver exceptional outcomes for investors.
STRATEGIQ partners with financial advisors to enhance investment performance, governance and operational efficiency. Our service proposition grants advisors access to seasoned investment professionals, a range of local and global risk-profiled solutions which can be tailored to individual client objectives and risk tolerance. Our commitment to transparency is reflected in our detailed reporting of portfolio performance, underlying holdings and fees. Dedicated onboarding and servicing specialists streamline client engagements, ensuring efficiency and seamless integration.
The expert difference
Our competitive advantage lies in the depth of expertise within our investment team and our rigorous and repeatable investment process. We uphold independence, avoiding conflicts of interest while leveraging a blend of top-tier active management and cost-effective passive strategies. Our manager selection process integrates advanced technologies and stringent criteria to achieve superior risk-adjusted returns.
STRATEGIQ meticulously curates an approved list of investment managers through a combination of quantitative and qualitative assessments. The quantitative analysis begins with filtering the investment universe using key performance metrics such as excess returns, standard deviation, Sharpe ratio and correlation. This process distils the selection to a refined pool of managers.
The qualitative review then involves a thorough investment due diligence to identify top-tier professionals and a rigorous operational due diligence to ensure compliance with regulatory and operational standards.
Using the right tools
Our innovative advisor-directed tools and systems enhance practice management efficiency. Our comprehensive digital platform serves as a centralised hub for financial advisors. Initially developed for investment proposal generation and risk profiling, the platform has expanded to include financial planning software, forex solutions, financial calculators, digital mandating and client onboarding.
A standout feature is our Performance and Attribution tool, providing real-time insights into portfolio positioning, sector and geographic exposure, asset allocation and underlying fund holdings. Functioning as a “live fund fact sheet”, it offers rolling performance updates and complete transparency on Total Expense Ratios. Advisors also gain access to in-depth manager research reports, market outlooks, recent trade activity and trade rationales, equipping them with the knowledge to communicate effectively with clients.
By prioritising independence, expertise, transparency and partnership, STRATEGIQ empowers financial advisors with cutting-edge tools and strategic insights. Our collaborative approach to wealth management enables advisors to provide tailored, high-quality investment solutions, ensuring lasting success for their clients and their practices.
Contact Information
- Luis Levy, CFA®, Chief Executive Officer, STRATEGIQ Capital
- Telephone: 021 401 8940
- Cellphone: 082 822 0696
- Email: luis@strategiq.co.za
- Address: 201 Cape Quarter, 27 Somerset Road, De Waterkant, Cape Town, 8001
