We provide low-cost investment management: investment policy statement development, execution, monitoring and review to meet your investment objectives. Our fiduciary team is dedicated to being your ally, ensuring you receive the highest value without the burden of unnecessary fees.
Moksha Wealth is committed to financial freedom, transparency and client-centric investment management inspired by lowering fees which limit your returns over time. Aided by historical and projected return data and modern portfolio theory, we work with clients to build, execute and maintain investment policy statements empowering clients toward responsible stewardship.
Every investor is unique, and so are our solutions. We offer tailor-made investment strategies to align with your goals.
Get professional management of your investment portfolio focusing on long-term growth and risk management.
We evaluate potential risks to optimize your investment returns and protect your wealth.
We provide ongoing support with regular portfolio reviews and updates to ensure your investments remain aligned with your objectives.
Empower your financial future with Moksha Wealth.
An Accredited Investment Fiduciary (AIF) is a professional designation that indicates a commitment to fiduciary standards and investment management practices. AIFs are trained to act in the best interests of their clients, ensuring transparency and minimizing conflicts of interest.
Our a la carte services allow you to select specific investment management options tailored to your unique objectives. This ensures you pay only for what you need, providing flexibility and customization for your investment strategy.
We focus on efficiency and transparency in our operations to keep costs low without sacrificing quality. By eliminating unnecessary fees and providing tailored solutions, we ensure our clients receive exceptional value for their investments.
Working with a fiduciary offers you a higher level of trust and confidence. Fiduciaries are legally obligated to act in your best interest, prioritize your financial goals, and provide clear communication about investment strategies.
Getting started is easy! You can reach out to us through our contact form, or book a consultation directly to discuss your investment goals. We’re here to help you every step of the way.