Foord has managed private client portfolios since its inception in 1981. From our first client in 1981, we have grown our loyal private client base to over 200 clients, representing over R1.8 billion in personal savings.
A new Foord private client portfolio typically exceeds R10 million* – and is invested in a carefully-crafted blend of Foord Unit Trusts and/or other investments such as JSE-listed shares, property trusts, government bonds and money market instruments.
A managed private portfolio with Foord offers a number of unique benefits to investors:
- Upfront financial planning discussions with a private client portfolio manager
- Construction of a portfolio suitable for each investor's unique needs, requirements and risk appetite
- Access to a team of investment professionals having a twenty five year plus track record encompassing all market conditions
- Annual report back meetings and reassessment of the investor's financial position and requirements
- No upfront fees, no double layers of management fees, no additional advisory fees
Our passion is the creation of wealth for our clients. With the backing of our clients, we have listed some of the many success stories in the testimonials section of the website. We encourage you to read these and see the difference we have made in our clients' lives.
Please contact us (or request us to contact you) for further information on opening a private portfolio with Foord.
* We encourage clients with smaller investment capital amounts to invest DIRECTLY into one or more of our Foord Unit Trusts, where investors benefit from the flexibility afforded in terms of liquidity and publication of daily values, and from the Capital Gains Tax effectiveness of unit trust investments.
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