Founded by a team of ex-bankers, stockbrokers, and financial analysts, Investa Securities is based in Auckland, New Zealand, and manages over $150 million in client funds. With an international staff of over 60 employees, Investa Securities has near-term plans for expansion to other countries, particularly those with emerging markets. Investa Securities currently has arrangements with brokerage houses in Switzerland, Uruguay, the United Kingdom, and Brazil. The Investa Securities team has designed several different portfolios at distinct levels of risk. The three main portfolios offered by Investa Securities are Portfolio BRIC, Portfolio Private, and Portfolio Bonds. Portfolio BRIC is the most aggressive of Investa Securities’ investment portfolios, offering the highest potential returns. Based on the firm’s thorough knowledge of emerging market fundamentals, Investa Securities has chosen a diversified mix of stocks from the Sao Paolo, Shanghai, Bombay, and Moscow exchanges as a core component of Portfolio BRIC. Investa Securities’ Portfolio Private offers a judicious mix of government debt offerings as well as currencies, commodities, indexes, and stocks from emerging markets. In this way, Investa Securities offers clients the higher-risk, high return potential of emerging markets balanced with low-risk bond investments. The Portfolio Bond is the most stable of Investa Securities’ offerings, featuring a mix of U.S., U.K., European, and emerging economy bonds. These bonds’ valuations are highly correlated with interest rates, offering Investa Securities clients a steady and inflation-resistant way to build value, consistent with overall economic trends. Investa Securities has recently launched the Visa-backed INVESTA PREMIER International credit card as a way to serve its clients better. This card allows Investa Securities customers to make payments from anywhere around the globe, and to withdraw cash from ATMs worldwide. With its expanded set of services and investment vehicles, Investa Securities is continuing its steady rise to prominence in the world of international finance. |
