THEY SAY A JOURNEY OF A THOUSAND MILES STARTS BY TAKING THE FIRST STEP…Read more.

ARE YOU ON THE CORRECT PATH TO LIVE AND RETIRE COMFORTABLY?

Situated in the beautiful city of Cape Town, South Africa, one of the most picturesque cities in the world – Walt Capital Management (Pty) Ltd is an authorised financial services provider, licensed with the FSCA, our FSP number is 50218.

Our focus is on specialized wealth management, wealth retention, and wealth creation. We pride ourselves on the unique skill set within our company, and we are always looking for opportunities to further enrich your investment experience. Our philosophy is simple. Only invest in stocks and products that one understands, that are listed and that is registered in your own name. You should be able to see ALL your investments on one page in a clear and concise manner! Always think about the risk taken, manage this risk actively and invest for the long term. Stick to quality investments and do your best to ignore the current fad.

Walt Capital Management (Pty) Ltd delivers a personal, professional service to our investors, using a solid relationship built on trust and mutual respect as a starting point for mapping out your financial journey. Everyone is unique, and as such have different financial goals. Our range of services and innovative approach ensures that a you will find what you are looking for.  We are the wealth creators!

“Investors should remember that excitement and expenses are their enemies. And if they insist on trying to time their participation in equities, they should try to be fearful when others are greedy and greedy only when others are fearful.”

-Warren Buffett

QUESTIONS ALL INVESTORS SHOULD ASK THEMSELVES:
  • Am I getting the best return on my investments at the lowest risk?
  • Are these the only options available for me to invest in?
  • Why can’t I be involved in my wealth management?
  • Can my business or trust also invest with wealth managers?
  • How do I prepare adequately for retirement?
  • Do I really need to invest millions before I can get personalized wealth management services?
  • Are my portfolio and wealth managers highly experienced?
  • Are my investments as tax efficiently structured as possible?
  • Does my portfolio manager know about and do tax harvesting for me?
  • Do I know what level of risk my portfolio is exposed to?

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By using our building-block approach to wealth management and creation, we solve a lot of investing difficulties for our clients. By adding building blocks (or portfolios with different risk profiles) to your total portfolio universe it ensures that you are properly diversified. It also allows you to allocate more of your investable capital to the building block that you feel comfortable with.

ABOUT WALT

Walt Capital aims to be the company continuously challenging the norm. We want to be the investor’s choice when talking about investment options.

GLOBAL PORTFOLIO

THE WALT CAPITAL GLOBAL PORTFOLIO IS A FLEXIBLE PORTFOLIO AND CAN HOLD IN EXCESS OF 30 SHARES AND INVESTMENT INSTRUMENTS.

SHARE PORTFOLIO

Aside from our Global Portfolio, another of our core competencies is on constructing individual share portfolios for investors.