MitonOptimal Portfolio Management (CI) Limited ("MitonOptimal CI") is an independent Discretionary Portfolio Manager and are licensed & regulated by the Guernsey Financial Services Commission. We are responsible for a growing number of bespoke investment portfolios and DFM portfolios across a wide range of investment mandates and risk profiles. We are a part of the MitonOptimal Group of companies.
As an owner-managed company, MitonOptimal CI has established a strong track record for its bespoke investment portfolio management services, Niche DFM service, bespoke pension services, fund management services and its Retirement Annuity Trust Scheme (the Fortress Pension Plan).
Across our entire range of services we offer a selection of bespoke solutions that are designed to take advantage of our professional and friendly approach to client service; our investment management philosophy to seek superior, long-term investment returns at modest levels of risk; our ability to develop innovative products that provide value added solutions for clients and we work hard in getting to know our clients and ensure that we completely understand our their investment needs and expectations.
With a team of highly professional and experienced staff in the Channel Islands and an Investment Management Committee comprised of eight individuals with extensive experience within the investment management industry, ensuring that investment decisions can be made quickly and are always made on a risk aware high-conviction basis, MitonOptimal CI has continued to grow its business and client base over the last ten years.
MitonOptimal CI also manages a number of investment funds, such as the Clarion Multiclass Funds and the Core Funds, the WSF Shariah Funds, as well as a wider range of funds available through the MitonOptimal Group.