We provide investment advisory services to our clients both individual and corporate for good investment decisions to be made. As a company regulated by the Securities and Exchange Commission our core mandate is to provide investment advisory services to our clients. This helps build a long lasting relationship with mutual success.
We provide fund management services for both individual and corporate clients, based on agreed risk and reward criteria. Our aim is to gain an in-depth understanding of our clients’ objectives and risk tolerance and guide them to choose products and services that meet those objectives. Currently, our structured finance product seeks to meet both institutions and individuals with short and long term investment objectives.
This service is personal and ideal for individuals with unique investment needs. One-time lump sum investment can be made or regular contributions. Clients are assigned a relationship manager who ensures that your needs are taken care of.
There is a wide range of portfolios under the PWM including fixed income securities, equity and mixed or balanced portfolios.
These are pools of funds managed by EFS on behalf of investors. The funds are diversified into selected financial securities in strict accordance with the investment policy statement of the fund. These are mainly mutual and unit trust
Our collective investment schemes do not only offer you high returns but are also affordable and ideal for everyone on the income spectrum (both high and low income earners).We operate an open ended mutual fund system and that helps customers in the entry and exit processes.
In collaboration with competent licensed pension trustees and other stakeholders, we provide exceptional pension fund management services under the 3-tier pension scheme. We provide advisory services on the creation of personal pension fund portfolios to maximize the benefits of the scheme.
We manage traditional Provident and Welfare Funds for institutions who choose Provident funds over the 3rd tier voluntary pension scheme.
We also assist institutions to establish provident funds and provide expert advice in the areas of PF rules, constituting board of trustees, etc.
This service is ideal for Credit Unions, Provident Funds, Investment Clubs, Government Agencies, and other corporate bodies.
Our other services include personal financial planning, business analysis & valuation, purchase of government bonds, BOG Treasury bill and securities and corporate finance services. We also offer treasury and fixed deposit management services. Specifically targeted individuals who seek to build a long-term portfolio of funds with the primary objectives of capital preservation, .income and minimize risk exposure.