Teaminvest is all about empowering individuals to control their own capital well, rather than paying others to control it badly for them. Whilst many members feel confident acting entirely independently and taking full control of their investments, others may prefer a middle ground – working with a professional adviser who shares their investment philosophy, yet still retaining ultimate control of their own portfolio.As experienced Teaminvest gold members and owners of a broking firm, we are uniquely placed to be able to assist members in this way. We follow the same companies as our member clients, and analyse businesses through the same Teaminvest ‘lens’. As a result, we have an in-depth knowledge of most of the Teaminvest ‘Wealth Winners’, and are able to assist our members with both information and advice in relation to them. We are also able to guide members through the tricky process of either constructing a portfolio from scratch, or gradually transitioning an existing portfolio to one that is more aligned with the Teaminvest approach.
Conscious Investor Software
A comprehensive service offered to Teaminvest clients, to assist them to manage their portfolio in line with the value investing philosophy of Teaminvest.