20 years in Stock Market

Manage Your Invesments
Easily and Effectively

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Does Your Money
Need Speed?

Our company can assist you with any aspect of investment management

Get a Quote
20 years in Stock Market

Manage Your Invesments
Easily and Effectively

Get a Quote

Our Services

Assessment of viability, stability, and profitability of a business, sub-business or project.

Our Investment Management Services help you pursue your financial needs as they grow and change.

This service offers a variety of benefits to boost your sales and suit your companys fixed income.

Our Mission

Our Investment Principles

Our goal is to maximize investor return and minimize any potential loss by applying these principles in a disciplined and pragmatic process. We rely on facts, not speculation to purchase high return, predictable companies at significant discounts to intrinsic values.

Benefits & Risks

Advantages of Managed Funds

The benefits of using managed funds include the ability to gain exposure to different asset classes and market sectors.

  • Diversification
  • Potential wealth generation
  • Cost-effective investment
  • Access to a range of assets
  • Geared exposure
  • Underperforming investments
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Why Clients Choose Us

Competent Professionals

We work in an atmosphere of trust and camaraderie, where partners help each other.

Superior Service

We are committed to providing clients with the best value and service in the industry.

Competitive Pricing

Providing value through straightforward commissions and added services.

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Together, we can enable your business to achieve even more.

Investex leads the industry in wealth management. Our independent RIA and broker services are powered by over 20 years of industry experience.

Facts and Numbers

1450
Trusted Clients
18
Awards
21
Years of Experience
16
Experts

We Are Different

  • Economies of Scale

    When you buy shares you have to pay dealing costs and admin fees, which can eat away at the value of your investment.

Testimonials