How We Do It

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Our clients are direct private investors, independent advisors and families withing family offices.

The approach can be broken down into the following key steps:

Focuses on understanding the client’s financial goals, risk tolerance, time horizon, and investment preferences.
Conducts in-depth financial assessments to tailor strategies to individual or institutional clients.
We build bespoke and tailor-made portfolios for our clients

Unlike restricted advisors who may be limited to proprietary products, unrestricted advisors have access to a broad universe of investment options, including:
- Stocks, bonds, mutual funds, ETFs
- Alternative investments (hedge funds, private equity, real estate)
- Custom portfolio solutions (such as separately managed accounts or direct indexing)

We are bound by a fiduciary duty and will act in our clients’ best interests at all times.
We operate on a fee-based or fee-only model, reducing conflicts of interest compared to commission-based advisors.

Utilises modern portfolio theory (MPT) and other risk management techniques to optimise asset allocation.
Adapts portfolios to market conditions, economic cycles, and client life changes.

Goes beyond investments to offer tax-efficient strategies, estate planning, retirement planning, and philanthropy consulting.
Works with other professionals (tax advisors, estate attorneys) to provide a holistic financial plan.

Stays up to date on global markets, economic trends, and investment opportunities.
Adjusts portfolios proactively based on changing market conditions rather than a one-size-fits-all strategy.

Regulatory

Regulatory

Complaints

Compliance

A member of the Tsemach Group of Companies

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Contact Details
Freimann & Co

Unit 10 Neutron Complex, Royal Road, Diviere du Rempart, Mauritius, 31114