What Are Your Financial Goals?
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Deliver sustainable returns
Whether you're seeking to grow your wealth, preserve what you’ve built, or create a legacy that outlives you, intentional investment delivers returns that remain resilient across cycles.g
- • Competitive returns above inflation
- • Professional Fund Management
- • Diversified Low-Risk Portfolio
- • Withdraw funds when you need them
Match assets to liabilities
By aligning assets with upcoming responsibilities, you create a portfolio that is responsive, resilient, and designed to meet life’s defining moments with confidence.
- • Competitive returns above inflation
- • Proffesional Fund Management
- • Diversified Low-Risk Portfolio
- • Withdraw funds when you need them
Diversify and maximize portfolio efficiency
Diversification strengthens your portfolio, spreading risk across quality opportunities and ensuring every asset contributes meaningfully to long-term efficiency.
- • Competitive returns above inflation
- • Proffesional Fund Management
- • Diversified Low-Risk Portfolio
- • Withdraw funds when you need them
Who do We Serve
Where insight meets action, for value that endures.
Pension Funds
Insurance Companies
NGOs and FBOs
Local and International Businesses
SMEs, Large Corporates
Associations/ Endowments
What We Offer
We offer comprehensive solutions designed to optimize your financial position while maintaining the flexibility and security your organization demands.
Our Equity Strategy is designed for institutions seeking to maximize long-term capital appreciation through high-conviction investments in quality companies. We employ a fundamentally driven, bottom-up approach that targets businesses with strong earnings potential, durable competitive advantages, and prudent capital allocation.
Differentiators
Rigorous Stock Selection
Active, research-intensive process grounded in intrinsic value and growth potential
Sector & Geographic Diversification
Risk-adjusted exposure across developed, emerging, and frontier markets
Forward-Looking Themes
Allocation to secular growth trends in technology, healthcare innovation, energy transition, and digital infrastructure
Sustainable Investing Integration
ESG considerations embedded into investment decisions to ensure alignment with global sustainability standards and stakeholder expectations
“Equity is the art of patience; time turns great companies into lasting wealth.” – Charles Miano
Institutional Application:
A pension fund with multi-decade liabilities may allocate to this strategy to achieve real returns above inflation while accessing global equity growth opportunities, including early-stage innovation in emerging markets.
The Balanced Strategy is tailored for institutions that require capital growth alongside consistent income. This multi-asset approach strategically blends equities with fixed income instruments to generate a resilient portfolio that performs across varying economic conditions.
Differentiators
Dynamic Asset Allocation
Tactical shifts driven by macroeconomic indicators, interest rate trends, and valuation signals
Dual Objective
Capital appreciation from equities combined with steady income from bonds and dividend-yielding assets
Volatility Management
Smoother return profile compared to pure equity strategies
Inflation Buffer
Selective positioning in inflation-sensitive securities and real assets
A balanced portfolio is wealth in harmony; where endurance beats extremes.” – Dr. Mercy Mwongela
Institutional Application:
An insurance company managing policyholder reserves may benefit from this strategy’s balanced approach—generating steady income streams while capturing equity upside to offset long-term liabilities.
Our Fixed Income Strategy is purpose-built for institutions prioritizing capital preservation, income consistency, and downside protection. The strategy focuses on investment-grade sovereign, quasi-sovereign, and high-quality corporate debt, guided by active duration management and credit selection.
Differentiators
Credit Quality Discipline
Emphasis on resilient issuers with strong fundamentals and favorable risk-return profiles
Interest Rate Positioning
Tactical allocation along the yield curve to optimize duration exposure and interest rate sensitivity
Inflation Protection
Integration of inflation-linked securities to safeguard purchasing power
Liability Matching
Well-suited for institutions deploying liability-driven investment (LDI) frameworks to meet known cash flow needs
“In uncertain markets, fixed income delivers the rarest asset of all: predictable cash flow.” – Charles Miano
Institutional Application:
A sovereign wealth fund or endowment seeking low-volatility income to support national development projects or annual grant-making may deploy this strategy to stabilize returns through market cycles.
Hear from Dr. Mercy Mwongela on how we tailor
Investment solutions to your need
“Every client’s financial situation is unique. Our approach to asset management reflects that reality, ensuring your capital works as hard as you do”
Dr. Mercy Mwongela, Head of Asset Management, CX & IT.
Why Choose Us
Our institutional approach is built on a foundation of expertise, integrity, and a deep commitment to creating lasting value for our clients.
Tailored Mandates
Institutional Expertise
Proprietary Research
Transparency & Accountability
CMA Licensed
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African Markets Expert
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We generate original insights through rigorous macroeconomic, sectoral, and security-level analysis.
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Institutional-grade reporting, compliance oversight, and real-time risk analytics ensure full visibility and trust.
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Frequently Asked Questions
A portfolio is a collection of investments, including stocks, bonds, and other assets i.e. real estate, and commodities, owned by an individual or entity, aimed at diversifying risk and achieving financial objectives such as capital growth or stable, consistent income.
No, we are not required to guarantee returns as per the CMA regulations as the assets we invest in don’t guarantee returns.
We shall be providing you with monthly statements that you can use to track your investments, and factsheets that indicate the performance of all the funds monthly.
We are in the process of providing this solution to our clients in the next coming quarters of the year.
On top of CMA being the regulator, these are the key service providers to make sure clients’ investment is secure and does not mix with Fund Manager’s money
Investment return rates in USD may appear lower than KES due to factors such as; Demand for Currency(strengthen of USD against KES).Inflation(US has lower inflation rate than Kenya).This will mean the FX gain will be high in the range of 12% - 15% and when added back to the USD rate, it will be higher than the KES rate.
