PORTFOLIO MANAGERS
One of the most important services we render to our clients include portfolio management for our select clients both individuals and corporate bodies.
By actively managing your portfolio, we strive to maximize the returns on your investment by eliminating dead weights and restructuring your portfolio to ensure that your investments benefit from all positive environmental factors influencing the market at a given period of time. This could be done either as a discretionary or non-discretionary service depending on the client’s preference.
The investment objectives are clearly spelt out ab initio. We ensure that the clients’ objectives are achieved as far as possible with a view to growing their assets as well as creating value for them. The Research and Marketing unit of our organisation is also responsible for the dissemination of stock market news as well as analysing selected stocks on a monthly basis. We also render to our esteemed customers through our website, the following:
- A general review of the stock market
- Analysis of price movement for the month including trends and ratio analysis
- Up-to-date information on quoted company news and performance indicators
- Guidelines on what stocks to watch out for