How it works

Step 1

Create your account and tell us about your investment objectives.

Step 2

Complete a simple verification so we can keep your account secure.

Step 3

Fund your account using a payment method that suits you.

Step 4

Access your chosen services and monitor your investments in one place.

Our services

A considered approach

Private client service

“The team took the time to understand what mattered to me and explained the options clearly. I now have a structured plan that I can review with confidence.”

Clear communication

Portfolio review

“I value the regular updates and straightforward conversations. The reporting makes it easy to see how my portfolio is positioned and why.”

A trusted relationship

Long-term focus

“The process felt personal from the first meeting. My adviser is responsive, practical and keeps the discussion focused on my long-term goals.”

Simple to use

Digital access

“The online area is intuitive and gives me the information I need without making everyday account management feel complicated.”

An extensive range of services

Straton Invest provides a broad range of investment and trading services for clients with different objectives, experience levels and risk appetites.

Our approach combines disciplined processes, thorough due diligence and a focus on transparent client communication.

Wealth management

Our wealth management approach starts with understanding each client’s objectives, time horizon and risk tolerance. Investment planning helps us build investment approaches around individual circumstances and long-term financial goals. Asset allocation and diversification across asset classes and regions can help manage concentration risk. A long-term perspective remains central throughout the process.

We focus on informed decisions, careful risk management and a long-term view of investment opportunities.

Learn more about our Wealth Management, Asset Management and Funds services.

Investment principles

Investment involves risk. A well-considered approach balances opportunity with risk management and ongoing review.

Diversification

Diversification can help reduce reliance on a single market, sector or investment outcome.

Define your objectives and investment time horizon.
Consider your ability to accept investment risk and potential losses.
Review your portfolio regularly as circumstances and markets change.

Market access and education

Access to financial markets should be supported by clear information, tools and responsible decision-making.

Use available market research and educational resources.
Understand the costs, risks and characteristics of each product before investing.
Never invest more than you can afford to lose.

Start your investment journey

Create an account to explore the Straton Invest platform and investment services.

We are private brokers, dedicated to helping clients achieve both long-term and short-term investment goals

Over 30 years of experience in wealth and asset management

Build, preserve and grow your wealth