Capio Capital is a niche stockbroker/asset manager that focuses on the private client.

At Capio Capital we offer the following services to private clients:

1. Share Trading

Normal share trading at extremely competitive rates.  Capio also provides clients with a variety of research reports, trading ideas etc.

2. Managed share portfolios

Capio Capital offers 2 options:

1.  Advisory

The portfolio is managed in conjunction with the client.  Capio will advise the client with regards to switches and decision will only be made with the consent of the client.

Capios normal performance based management fee will apply (First 25% to the client thereafter 75/25% to the client per annum).

2.  Discretionary

Capio will manage the share portfolio on a discretionary basis (See the attached model portfolio).

The normal Capio Capital performance based management fee applies (First 25% to the client thereafter 75/25% to the client per annum).

3. Derivative Trading

Capio Capital has a specialised division that advise derivative traders of daily trading opportunities either via sms or email or via our trading website www.tradingguru.co.za.

Capio follows the following trading selection process:

• Identifying the current underlying market trend
• Utilising all available research, we identify the most undervalued/overvalued stocks in our preferred market section.
• Compare our stock picks with Bloomberg analyst consensus.
• Do technical analysis to identify preferred buyers/seller levels
  
  

4. Unit Trusts

Capio Capital uses its intimate knowledge about equity markets to advise clients on their unit trust investments.  We charge no up front fees for this service.  Our model portfolio for a conservative, moderate and aggressive investor is attached.