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Who we are

Incorporated in August 2004 under the Companies and Allied Matters Act 1990 as a Limited Liability Company, we commenced operation as Process and Financial Consultants. In 2022, we became licensed as a Fund/ Portfolio Manager by the Securities and Exchange Commission (SEC) and a registered member of the Fund Managers Association of Nigeria (FMAN). 

We provide Innovative and Technology-driven Financial Services which include but are not limited to Investment Banking, Private Banking Wealth Management, and Nominees services. Our objective is to create, manage and preserve wealth for our esteemed customers - Institutional and High-Net worth Individuals.


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What we do

In our quest to create wealth and deliver immense value for our diverse customer base, we are driven by our passion to strengthen and support businesses guided by our corporate core values. We embrace excellence and professionalism in all we do.
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Our Mission 
Our Mission 
To play leading roles in our select business areas while creating wealth for all our stakeholders.

Our Vision
Our Vision
To be the preferred Fund/Portfolio Managers by providing premium investment solutions that meet the needs of our esteemed customers.

Core Values'CLIPIT'

Customer Satisfaction
  We deliver quality and timely service
  We provide customer support channels
Leadership
  We are poised to play a leading role in Fund/Portfolio Management Industry
Integrity
  For us, trust is fundamental We are bound by our words
Professionalism & Performance
  We are the preferred Investment solutions provider
  Our processes are seamless and customer – friendly
Innovation & Creativity
  We identify and create cutting-edge Investment / Portfolio Management products
  We provide ethical and customised Investment solutions for our customers.
Teamwork
  We are synergy driven
  We are a people oriented organisation
  We actualise our dreams through teamwork