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Director of a large medical aid administrator

By beled | July 5, 2013

‘I have been a client of Belmont for sixteen years and during this period the services offered by all staff have been extremely professional, friendly and efficient.  Any queries are handled expeditiously and thoroughly.

Given my age and risk profile I believe that the portfolio is well balanced in terms of risk.   Although one is exposed to the vagaries of the stock market the quality of the holdings comes through over time.  Portfolio performance regularly outstrips my benchmark and I am happy that Belmont does not conduct unnecessary trading.

I am comfortable with the regular level of communication which includes comprehensive quarterly reports.

I have, over the years, recommended Belmont to people I know and will continue to do so.’

Director of a large medical aid administrator

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