For more than 25 years, MitonOptimal has partnered with astute financial advisors to deliver innovative, independent and client-focused investment solutions.
As a boutique DFM, we combine disciplined investment management with adaptable service and strong operational support, helping advisors and their clients navigate a changing financial landscape with confidence.
The mission to success
Our mission is to give advisors peace of mind through expert investment management and streamlined support across onboarding, compliance, reporting and regulatory processes. Led by a team of experienced investment specialists, we manage diversified local and global portfolios, supported by dedicated professionals in compliance, operations, marketing and client relations. This collaborative expertise enables us to remain resilient through market volatility and responsive to regulatory and technological change.
Solutions that hit the mark
Our client-centric investment solutions are underpinned by a disciplined process of strategic and tactical asset allocation, tailored to meet the distinct 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 made up 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.
Contact information:
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- Riaan Maartens, Head of Sales & Business Development
- Telephone: 072 292 0292
- Email: riaan@mitonoptimal.com
- Website: www.mitonoptimal.co.za
