About Our
Investment Firm
Founded in 1998 as a JSE member, Independent Securities has grown with resilience and intention, guided by a commitment as enduring as the journey itself. Like the determined march of the penguin, we adapt and persist through changing terrains, with a singular focus on safeguarding your financial aspirations.
Privately owned and deeply invested in our clients, we prioritise lasting wealth over short-term gains. Our purpose is to nurture and grow your investments with the patience and dedication true wealth requires, walking every step of the journey alongside you.
Since our founding, we’ve been
dedicated to an intentional path forward.
Like every journey worth taking,
we cultivate wealth with care,
resilience, and a commitment to
seeing you thrive.
Our Philosophy
Excellence in
Selection
We prioritise investments in companies with exceptional and sustainable business models. Quality is our hallmark.
Commitment to the Long Haul
Our strategy is built on longevity. We believe in buying and holding companies for the long term, a key to superior investment performance.
Concentration
for Impact
Our focused portfolios ensure that our high-conviction ideas lead to meaningful investment outcomes.
Valuation
Driven
Capital is committed only when the purchase price is not just attractive but set to deliver strong long- term returns.
Market Timing
We avoid market timing, recognising the opportunity cost, higher fees, and tax implications.
Fundamental Stock
Picking
We use a fundamental bottom-up approach that assesses both quantitative and qualitative aspects to select businesses for portfolios.
Cultivating Your
Financial Future
Thoughtfully identifying and
investing in outstanding businesses
at optimal values, we nurture your
nest egg to ensure lasting prosperity
on your financial journey.
Wealth Planning
Embark on a journey of meaningful dialogue with us. At Independent Securities, we go beyond mere advice; we truly partner with you. Our holistic financial planning is tailored to resonate with your lifestyle aspirations, ensuring alignment and support at every pivotal moment of your life journey.
Investment Management
Navigating local and global financial landscapes, we craft investment strategies that reflect each client’s unique goals and risk preferences. Our approach is as personal as it is purposeful and designed to foster growth with intention and care.
Stockbroking
Bridging opportunity and expertise, we empower both retail and institutional clients with seamless access to the JSE and a global selection of over 30,000 shares, ETFs, and mutual funds—charting a path to informed and intentional growth.
Collective Investment Schemes
Invest in-world class businesses with our Rand or USD-denominated funds, thoughtfully structured to protect against tax risks like Situs and Probate. For discerning investors, our expertly managed Qualified Investor Hedge Funds offer a refined approach to achieving financial excellence.
Investment Administration
As a JSE licenced Custody Services Provider, we guarantee the careful and diligent protection of your assets. From dividend and corporate action administration to detailed tax reporting, we take great care of every detail so you can concentrate on creating your financial future.
Cash Management
We focus on optimising your cash investments, ensuring they consistently generate the highest possible returns while maintaining the flexibility and security you need to meet your goals.
Our Investment
Suite
Dive into a range of solutions designed to build and nurture your wealth before retirement, ensuring you’re prepared for the golden years.
Tailored solutions to manage and grow your wealth post-retirement, ensuring a comfortable and worry-free lifestyle.
Secure your financial future and benefit from our long-term savings options with favourable tax implications.
Personalised share portfolios reflecting your investment goals and risk profile, comprised of carefully selected shares.
Perfect for all investors looking for a cost effective and diversified investment solution, offering access to expertly managed portfolios across geographies.
Make the most of your savings with tax advantages, allowing your investments to grow unhindered.