Investment Advisory Services

We provide professional Investment Advisory services to individuals, corporates, retirement schemes, and institutions across Kenya.

As a Kenya-registered and CMA-licensed fund manager regulated by the Capital Markets Authority, we deliver structured, research-driven investment advice tailored to each client's financial objectives, risk profile, and governance requirements.

Our role is simple: help you make better investment decisions.

Investment advisory is a structured, professional service where we provide independent guidance on:

• Asset allocation
• Portfolio structuring
• Investment selection
• Risk management
• Market positioning
• Performance evaluation

Unlike discretionary portfolio management, advisory services empower clients to retain control while benefiting from institutional-grade expertise.

Client Assessment & Objective Setting
We begin by understanding your financial goals, risk tolerance and capacity, liquidity needs, time horizon, and regulatory or governance constraints. This forms the foundation of a customized advisory strategy.

Strategic Asset Allocation Guidance
We provide asset allocation recommendations across equities (local and regional), fixed income securities, money market instruments, real estate exposure, and alternative investments — supported by macroeconomic analysis and forward-looking market insights.

Investment Selection & Due Diligence
We assist clients with manager selection, fund evaluation, fixed income instrument analysis, risk-return comparisons, and benchmark analysis. Every recommendation is supported by disciplined research and quantitative review.

Ongoing Monitoring & Review
Markets evolve — and so should your strategy. We provide portfolio performance reviews, risk exposure analysis, rebalancing recommendations, market outlook briefings, and governance reporting support. Our advisory relationship is continuous, not transactional.

Corporates

• Treasury advisory
• Surplus capital structuring
• Investment policy formulation
• Board reporting support

Retirement Schemes & Trustees

• Investment Policy Statement (IPS) development
• Strategic asset allocation review
• Performance monitoring
• Risk oversight support

High-Net-Worth Individuals

• Portfolio structuring guidance
• Wealth preservation strategies
• Income-oriented investment planning
• Diversification advisory

Regulated & Accountable
We operate under the oversight of the Capital Markets Authority, ensuring compliance, professionalism, and investor protection.

Independent & Objective
Our advisory recommendations are guided by disciplined analysis and fiduciary responsibility.

Research-Driven
Our investment committee evaluates economic data, market trends, interest rate cycles, and valuation metrics to inform strategic positioning.

Transparent Reporting
Clear documentation and structured communication support informed decision-making.

Sound advice is built on:

• Discipline over speculation
• Process over emotion
• Diversification over concentration
• Risk awareness over return chasing

We focus on sustainable outcomes — not short-term noise.

Make Better Investment Decisions
Whether you are a trustee seeking structured oversight, a corporate managing surplus capital, or an individual building long-term wealth — we provide the expertise and clarity you need. Contact us today to schedule an investment advisory consultation.