For Professional Investors

ISGAM offers an asset allocation and analysis service to investment managers, professional investment advisors and financial planners.

Asset Allocation and Analysis Service

Are you an investment manager, a professional investment advisor or financial planner? Are you looking to free up your time and resources by outsourcing your investment management functions? ISGAM has a proven track record of delivering this service to successful businesses across the Western hemisphere. Our service is especially relevant to advisors who invest with a global strategy, or those with an international clientele.

We understand it is a hard decision to find an appropriate partner for these services. You want what is best for your business and clients. So do we. Get in touch today so we can explore a potential partnership together.

Portfolio Management

ISGAM provides a discretionary portfolio management service to investment managers, professional investment advisors and financial planners who wish to outsource this function. This includes regulatory framework, administration, research, investment and client reporting. This service is especially relevant to advisors who invest with a global strategy or those with an international clientele.

Acquisition Strategy

In addition to building its private clientele and managing other companies’ client funds as an outsource, ISGAM negotiates the selective purchase of other companies’ funds under management. This includes offering an exit strategy to investment advisors and portfolio managers who wish to retire or to leave the industry.
Please contact us for further information.

Benefits to Professional Investors

Confidence thanks to the comprehensive services offered, from sound investment results to clear reporting and full compliance.

Discretionary Management

If you need to outsource this function, we can help. Our service includes regulatory framework, administration, research, investment and client reporting.

Asset Analysis Solutions

We have a proven track record providing asset allocation and analysis, helping investment managers direct their own portfolio management and asset allocation.

Transparent Reporting

We believe communication is important and so engage in regular reporting with you (including online reporting), so you can provide timely updates to your clients.

Free Up Your Time

By outsourcing the portfolio management function to us, you can spend more time on your business and providing a personal, relationship-building service to your clients.

International Reach

Our investment managers work with clients and advisers across the world, including South Africa, the Middle East, S.E Asia, Europe and the United States.

Acquisition Strategies

ISGAM negotiates the selective purchase of other companies’ funds under management. We also offer exit strategies to investment advisors looking to leave the industry.

Platform, custodian and jurisdiction…

Your choice!

ISGAM has the authority to invest and manage assets within the account according to a rigid and contractual portfolio management agreement.