 Profile
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Investa Securities, based in Auckland, New Zealand, is a financial institution that works with investors at every stage of their lives, personalizing financial services for its clients in accordance with their assets, needs, and goals. With over 60 employees in New Zealand, and international expansion plans on the horizon, Investa Securities has been lauded by clients for its commitment to meeting and even surpassing their needs.
Portfolio management is a key aspect of Investa Securities' work; the company manages the assets of many types of investors, designing its portfolios around segmented risk levels. Each of Investa Securities' portfolios is intended to blend the low risk of fixed-rate assets with the high yield of medium-risk assets, providing an optimum mix of security and profitability that can be altered to suit a client's appetite for risk. By working with brokerage houses from Switzerland to Uruguay, Investa Securities ensures that its clients have access to a full complement of global investments. Three signature portfolios are currently offered by Investa Securities: Portfolio Bric, Portfolio Private, and Portfolio Bonds. Portfolio Bric is comprised of stocks from a variety of global exchanges, including Moscow, Sao Paulo, Shanghai, and Bombay. Each stock is chosen on the basis of a fundamental and technical analysis, which includes the stock's performance history. Investa Securities recommends Portfolio Bric for aggressive investors who take on high levels of risk in the pursuit of similarly high profits. Medium-risk clients are encouraged to consider investing in Portfolio Private, which combines the stability of bonds from the United States and United Kingdom with higher-risk assets like currencies, commodities, stocks, and indexes. By placing a portion of a client's funds in high-risk investments, but covering any potential losses with government debt, the Portfolio Private strategy is a unique mix of aggressiveness and caution.
The lowest-risk fund offered by Investa Securities is Portfolio Bonds, which is designed for clients who hope to minimize their exposure by investing in sovereign debt. The primary objective of Portfolio Bonds is to maintain the value of a client's assets in the face of inflation; its focus is on bonds from the U.S., U.K., European countries, and emerging nations, which are listed as ETFs in the world's top exchanges.
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