Our approach to managing your wealth starts with the conversation we have with you. We do our best to learn about you, your situation, your financial vision, your aspirations, values, and priorities. This way, we can align your investments accordingly and help you reach your financial goals. Simply put, we take a holistic approach to your wealth.
what we do
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A PERSONALISED investment strategy
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We don’t use standardised risk profiling that classifies clients as a “risk type”. We know that you are an individual, not a profile type. Once we have a thorough understanding of you, your circumstances, attitudes and objectives, we then develop a personalised investment strategy designed to meet your goals.
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Our liability consulting framework for our investors acts like a global satellite navigation system for clients by providing insights into the constantly changing dynamics of clients’ liabilities. We call this our asset and liability moulding: a toolset which defines parameters and explains the level of risk to ensure that you are comfortable with your wealth management plan.
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We routinely adjust and re-balance your portfolios to optimise your investment performance, and we provide advice relative to legislative change, market conditions, and changes to your circumstances.
LET’S CONNECT
T +27 11 483 1182 | E info@caleocapital.com | Glenhove Square, Atlantic House, 71 4th Street, Houghton, Johannesburg.
Julia Jane Persson, Belonging (2021)