Services Offered
Collective Investment Schemes - Mutual Funds
1) DLM Debt Investment Fund (subject to SEC approval)
2) RT Briscoe Special Purpose Money Market Fund (subject to SEC approval)
Investment Advisory Services
We offer advisory services to our clients to enable them to make the most informed investment decisions and take advantage of a wide range of investment opportunities.
Individual Managed Accounts
This offers financial-savvy investors the opportunity to directly deal in the money and capital markets.
High-Interest Investment Plan
This offers investors an attractive and predictable return on their investments from tenors ranging from 90 to 365 days Features include: Safety of capital and Competitive fixed rate of return
Investment Philosophy
Our Investment Philosophy is customer-focused, our team of experienced Investment professional are available to help guide our clients to an investment decision based on our client’s needs and our core Investment Principles:
Investment Goal/Objective
We are able to deliver risk-adjusted returns beating set benchmarks that exceeds your investment goals and objectives .
Investment Horizon
Leveraging on our securities Trading Desk and in-depth research capabilities on the Domestic and Global financial markets.
Risk Tolerance and Core Research
Our risk management strategy all driven by a robust technological base as embodied in our best-in-class asset management software
Our Approach
Our Collective Investment schemes (Mutual Funds) implore a Strategic Asset Allocation Strategy to achieve our targeted investment goal and returns for our clients. Our High-Interest Investment Plan (HIIP) implores a Tactical Asset Allocation Strategy coupled with our Securities Trading Desk expertise, consistently achieve returns far above market benchmarks.