How Mutual can assist:

While we operate with our clients under their regime and Investment Management and/or Advice Agreements, we are also able to review your Agreement to ensure complete compliance.

In some cases, especially for regulated investors, you may need to conduct a tender. We are familiar with this process and can respond within a short time frame.

We are available to meet with your Management, Board and/or Investment Committee on an as-required basis.

Our fees are based on:

a percentage of Funds under Management, varied for the different asset classes, and/or

an annual fee based on the extent of advice.

Send us a Message:

We are happy to discuss your requirements and determine whether Mutual is the right partner.