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At Velociti Investment Managers, we craft personalised investment strategies based on your client’s unique goals. Our model portfolio range serves as the foundation, allowing us to implement a client-specific ALM strategy that’s built for success. Let’s take control of asset allocation together. Licensed Insurer | Short Term: FSP 44456 | Financial Services: FSP 50026 | Investment Managers FSP 52520 #FinancialAdvisors #WealthManagement #InvestmentStrategy

Scaling a Holistic Financial Advice Business The landscape of wealth management and financial advisory is evolving at an unprecedented pace. In a world where clients demand more than traditional investment management, it's time to adapt and thrive. (Sponsored by: Advent) https://ow.ly/XcI150RHgBz

When I sit down with a new client, i love explaining how working with multiple companies can be beneficial. Whether it’s Horizon Investments® , Invesco US , Answer Financial , Capital Group, Meeder Investment Management , or one of the many other amazing companies we’ve partnered with, the client always wins. Is it time for you to sit down with a financial professional. Reach out to me to start the conversation. #MoneyMadeSimple #RetirementPlanning #IYKYK

It is great to see the consistency of performance with IG Wealth. That added with solid financial planning from an IG Advisor gives you financial confidence.

Where's the active vs. passive management debate at in 2024? In a previous episode of America's Wealth Management Show, Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® discuss the key info to consider when it comes to active vs. passive portfolio management, and the pros & cons of each. ⤵ https://lnkd.in/gzSueY-x #wealthmanagement #assetmanagement #financialplan

Global investment trends indicate financial planners are simplifying their businesses and consolidating client holdings by partnering with expertise in investment management. The big benefit? It allows them to concentrate on their clients’ financial plan and provide exceptional service.   In this edition of the Wealth Debrief Exchange, David Veary and Tiaan Herselman, CFP® Herselman take a look at how Old Mutual Wealth offers practical investment options for financial planners to do just this, make investment management simple. They unpack our multi-manager range of funds to discussing our discretionary fund management solution, Tailored Fund Portfolios. Tiaan also chats about Private Clients by Old Mutual Wealth, who specialises in bespoke wealth and investment solutions for high-net-worth clients.   #oldmutualwealth #integratedwealthplanning #wealthmanagement #financialplanning #investmentopportunities #multimanager #discretionaryfundmanagement #privateclient #privateclientsbyoldmutualwealth

Are PEPs an advisor friend or foe? One advisor’s take: “Times have changed. Face time with 401(k) committees is more precious than ever. And typically experienced virtually. For us, PEPs streamline the investment management process and allow us to spend the scarce time more strategically.” Big shoutout to our resident PEP expert Theodore Schmelzle, JD, CIPP for his participation on this panel! #401kplans #PEPs #napa2024

Stay up-to-date with the latest market insights and analysis from Trustmark's Tailored Wealth Investment Management team. Here's this week's Portfolio Manager Commentary: lnkd.in/gj8WTnxB #marketupdate #portfoliocommentary

Missed out on the conversation? Not to worry, listen in to the Capital FM interview where our Head of Insurance and Asset Management, Anjali Harkoo, discusses how one can safeguard, preserve, and manage their assets, through robust insurance and investment solutions . For more information on how to kick start your investment journey, reach us on 0711068888.