Rootstock Investment Management is a focused investment management firm.

  • Focused to the extent that we only have one investment view, which is executed in one investment portfolio and free from unnecessary complexity.
  • Focused in terms of portfolio structure. We hold no-more than 20 investments across our chosen asset classes.
  • Focused in terms of exclusivity and personal relationship with our selected clients.

We are long-term investors. Our investment decisions reflect the delicate balance of sustainably growing our clients' wealth whilst aiming to protect our clients from the permanent loss of capital through active asset allocation. The continued growth of our clients' wealth, not the firm's assets, is our sole purpose.

We are substantially invested alongside our clients in a single fund. We pay the same fees as our clients. Investment performance is rewarded, not with performance fees, but through the growth in our own investments in the Rootstock fund.

Integrity, transparency and accountability are the cornerstones of our business. Simplicity and ease define our business and we endeavour to make your dealings with us a hassle-free and pleasant experience.

Our business is built on long-term relationships. We have an exclusive clientele and intend to keep it that way. We engage our clients one at a time. Our service is individually tailored, discreet and confidential. We keep our affairs clear, concise and uncomplicated.

We invite prospective clients that share our approach and time horizon to investments. Prospective clients are likely to be family offices and high net worth individuals.

Should you fit our client profile, kindly contact us.

Terms & Conditions

ACCEPTANCE

With your first visit to our website, these conditions will become effective and they constitute a prevailing binding agreement between Rootstock and yourself. Each time you access our site, the current version of these conditions will apply automatically.

INFORMATION ONLY

All information on our website is only intended as general information about Rootstock, our products and our services. No information on this site should be seen as an offer to do business with us. From time to time, information will be supplied on our objectives and future plans, income, dividends and other fund information. This information should not be treated as professional or investment advice of any kind.

DISCLAIMER

Information contained on our website is updated regularly. Due to the nature of the information posted, it becomes outdated quickly. We therefore caution you to independently corroborate the correctness of information on the website. Rootstock does not accept liability resulting from reliance on outdated information.

Although we have taken care to ensure that the content on this site is accurate and that you suffer no loss or damage as a result of your use of this site, the online services and the website are provided "as is" and entirely at your own risk. You assume full responsibility for any risk or loss resulting from your use of this site and your reliance on the material and information contained on it.

Your Privacy & Security

We are committed to keeping your information confidential and have ensured that the necessary information security systems and processes are in place to guard against breaches in confidentiality. We only use your personal information to improve our services to you and do not sell, rent or trade your personal information to anyone, unless disclosure is required under law. This website gathers and analyses pooled information on our visitors’ routine visits and may contain links to other websites. Rootstock is not responsible for the privacy practices or the content of such other websites.

Should you wish to access your personal and financial information on our website, unauthorized access is prevented by placing your information on the secure area of the website. You will be required to enter a unique User Name and Password each time you want to access your account.

Information Feeds

We may use the services of other organisations to provide information on our website. We have no control over this information and make no representations or warranties of any nature as to its accuracy, relevance or correctness. Such information is provided "as is" and Rootstock will not be directly or indirectly liable for any damages that may arise from your reliance on it. Some data shown on the site is delayed by a maximum of 2,5 days.

Intellectual Property

We retain the copyright and other intellectual property rights in all material, including logos and other graphics and multimedia works published on or via the site.

Software

No warranty is given that any files, downloads or applications available via this site are free of viruses which has the ability to corrupt or affect the operation of your computer, database, network or other information system.

Transmission of Information

Information transmitted via the internet, including e-mail, is vulnerable to unlawful access or monitoring. Users shall bear all risk of transmitting such information in this manner.

Complaint Resolutions

Please see our Complaint Resolutions Policy.

Conflict of Interests

Please see our Conflict of Interests Policy.

Jurisdiction

Any use of the website, shall be subject to South African law and only South African courts shall have jurisdiction to hear disputes arising there from.

Promotion of Access to Information

The Promotion of Access to Information Act, No 2 of 2002 was enacted to give effect to the constitutional right of access to any information held by any private or public body that is required for the exercise or protection of any rights. Certain requirements, however, have to be met for access to any information being granted. The Act requires that a manual be prepared to assist people in exercising their right of access to information. Please see our Promotion of Access to Information Manual.

Our Address for Notices & Service of Legal Process

  • Rootstock Investment Management
  • 8 Helderberg Street
  • Stellenbosch
  • 7600
  • South Africa

Company Registration Details

Rootstock Investment Management (Pty) Limited, with registration number 2008/013785/07, is a company duly incorporated according to the Laws of the Republic of South Africa, and has been approved by the Financial Services Board as a Financial Services Provider in terms of the Financial Advisory and Intermediary Services Act 37 of 2002, FSP License Number 36572.

General

If you have any questions or do not understand anything in these conditions please send an email to christelle@complianceservices.co.za and we will respond to you as soon as possible.

CONTACT

T.
+27 21 883 9256
E.
info@rootstockinvestments.co.za

PHYSICAL ADDRESS

8 Helderberg Street
Stellenbosch, 7600, South Africa

Postal ADDRESS

PO Box 722
Stellenbosch, 7599,
South Africa

GPS COORDINATES

-33.937956, 18.862849
S 33 56 16, E 18 51 46
S 33 56.277, E 18 51.771