Beulah Capital’s advisers provide the client with strategic advice and investment recommendations tailored to suit individual investment styles. At all times, the client has the final say in the decision making. This service includes regular contact and quarterly investment meetings with your Beulah Capital adviser to review the performance of the portfolio, market and economic conditions, asset allocation, specific portfolio holdings, income yield levels, capital growth, investment opportunities and cash flow matters. This disciplined investment process ensures you are deriving the maximum benefit from your investments.
Beulah Capital strongly believes in the use of direct investments in the portfolio construction process. Investing directly into equities, fixed interest and property asset classes, providing the best combination of capital growth and dividend income best suited to the client's individual needs, will generally be recommended. International investments for the most part are best accessed through investments in highly respected international fund managers. Beulah Capital recommend clients maintain reasonably sized cash or cash alternative investments for periods of time, awaiting investment opportunities as they arise. Tax matters are also considered in the investment decision making process, to ensure you get the best after tax return possible.