Corporate Finance/Portfolio Management Services
The primary focus of this unique service is to create a vibrant platform for maximizing returns on our client’s portfolio of investments. Our approach is to pursue an investment objective that seeks to facilitate:
- Income maximization via basic elements of dividend and interest
earnings; and
- Portfolio growth via bonus and rights issues and most importantly
capital appreciation on quoted securities.
In pursuing this objective, we are conscious of the need to minimize portfolio risk exposure via efficient portfolio diversification.
Ensure prompt utilization of all information/opportunities and resources that can ensure portfolio optimal performance.
Features of Portfolio Management Services (PMS)
The basic features of our PMS are as follows:
i) Investment Strategies
In order to build a healthy and viable portfolio for our clients, we have consistently adopted a combination of the following techniques:
- assets allocation &
- stocks selection/picking
These techniques usually enable us to build a well-diversified portfolio which is capable of maximizing returns and minimizing risk.
Expected Returns.
We understand the Nigerian Financial Market very well. We have the expertise, technology and are well connected in the industry. Based on this background, we always achieve good returns of at least 25% per quarter for our clients often far better than what ever returns they may earn in money market instruments.
Reports
We accept responsibility to give full accounts of our stewardship. In this regard, we shall render quarterly reports to capture the essence of the mandate in its entirety (portfolio elements, profitability/returns, risk consideration, etc).
Others include:
|
