Asset Management

At CardinalStone, we offer our clients a broad array of investment solutions ranging from equities, to fixed income, and alternative investments. Our objective is to deliver long term value by offering investment support and guidance that is responsive to our clients’ needs.

We serve institutional, high net worth as well as retail investors and we seek to build lasting relationships with all our clients. 

Solutions

Private Wealth Management

We act as trusted advisors to our clients in the management of their financial affairs for enhancement, consolidation, and inter-generational distribution of wealth.

Managed Portfolio: We combine traditional and alternative investments to ensure our clients meet their investment objectives with consideration to their risk profile, time horizon and liquidity needs.

Financial Planning: We engage in a comprehensive evaluation of our client’s financial situation and provide appropriate investment solutions.

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Institutional Asset Management

Institutional investors can focus on optimizing their primary business whilst we provide the requisite investment management solutions.

Gratuity Funds: Employers can set aside funds for the payment of employee benefits at their exit from the organization. The fund is managed to ensure maximum returns and liquidity by taking into consideration the retirement profile of the employees.

Employee Savings Plans: We provide structured and convenient savings plan for employees in an organisation to meet their financial objectives.

Liquidity Management: We help manage and maximize returns on idle cash that may be required at short notice.

Cooperatives: We provide investment solutions to cooperative societies to enable them to achieve the welfare objectives of their members.

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Products

The Fixed Income Account is designed for clients that seek capital preservation and stable growth. For additional information, please contact us.

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We offer our clients access to Federal Government Treasury Bills via the primary and secondary markets providing market view and guidance on expected stop rates.

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Targeted at institutions and high net-worth individuals, SMAs are customized to meet the unique investment objectives of each client. In creating tailor-made portfolios, our investment advisory and portfolio management teams employ innovative strategies and established polices to achieve optimal performance. This is done with full adherence to set objectives and risk tolerance of the portfolio.

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The EIN is a dollar denominated investment designed for clients who seek to maintain assets in USD whilst earning attractive returns. For additional information, please contact us.

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The MMI provides an opportunity for short term investors to earn competitive returns on dollar denominated assets. For additional information, please contact us.

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The GBP MMI provides an opportunity for investors who seek to maintain assets in GBP while earning attractive returns. For additional information, please contact us.

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We offer a range of pooled investment products for both individual and institutional investors regardless of their income, risk appetite and investment goal. They are suitable for investors who want to make disciplined regular investments towards future financial goals. You can either invest a lump sum or save on a regular basis. Our mutual funds are regulated by the Securities and Exchange Commission (SEC) of Nigeria.

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Value Proposition

Direct and Proactive
Client Engagement

We strive to optimize each client’s experience. Clients get proactive service from their Investment Advisor who knows them, their preferences and helps them stay updated with insightful market dynamics.

Online Access

We grant all clients online access to their accounts. This keeps you informed and ensures complete transparency.

Tailored Investment
Strategy

Whether our client is conservative or an aggressive investor, our bespoke investment plans are designed to suit the client. Our goal is to help clients consistently achieve set investment objectives with due considerations to the prevailing market conditions.

Diversification Across
Asset Classes

We manage investments across various asset classes – equities, fixed income, currencies, real estate and other alternative investment solutions.

Disciplined
Approach

Our Portfolio Managers build portfolios tailored to each client’s specific investment needs based on sound investment and risk management principles.

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