Separately Managed Account
At CardinalStone, we are capable of developing an appropriate investment strategy for your portfolio, based on an understanding of your investment objectives, risk tolerance and time horizon. By leveraging our knowledge of the Nigerian financial markets, we are able to carefully select the appropriate mix of securities that would comprise your initial portfolio; and periodically rebalance your portfolio in line with the pre-agreed investment strategy. The Separately managed accounts are designed for clients who desire to invest in various asset classes without bothering themselves with the hassles of managing the portfolios themselves.

There are 2 (two) variations to the Separately Managed Account (SMA).