Active Management for Long-Term Growth
We assist individuals, families, entrepreneurs, and foundations in achieving better and more secure value growth.
We have 25 years of experience in asset management. As an independent entity, we only need to consider your interests and preferences.
Our primary investments are in stocks and bonds, encompassing both smaller and larger well-established quality companies. By quality companies, we mean companies that have demonstrated consistent revenue and profit growth over an extended period, possess stable finances, and are led by a proven competent management team.
You can access our management services through Kavaljer’s funds or with an individually tailored portfolio based on your specific circumstances and preferences.
For those who have sold their businesses, there’s an opportunity for reduced taxation through what is known as dormant company management.
We also offer management of your pension funds.