AVA GAM Portfolio Management Service
A personalized investment solution designed to help you grow and preserve wealth through professionally managed, tailored portfolios - built around your goals, risk appetite and investment horizon.
- Structure
- Discretionary Mandate
- Asset Classes
- Multi-asset
- Risk Profile
- Customized
- Regulator
- SEC Nigeria
A portfolio built around you.
AVA GAM Portfolio Management Service (PMS) is a personalized investment solution designed to help clients grow and preserve wealth through professionally managed, tailored portfolios.
We work closely with each client to understand their financial goals, risk appetite and investment horizon, and construct a bespoke portfolio across multiple asset classes to deliver optimal risk-adjusted returns.
A mandate. Not a product.
- Fully customized portfolio - Every mandate is constructed around your specific objectives, risk appetite and investment horizon.
- Multi-asset approach - Diversified exposure across fixed income, equities and other asset classes for optimal risk-adjusted returns.
- Dedicated portfolio manager - A single point of accountability overseeing your investments and orchestrating your strategy.
- Active monitoring & rebalancing - Continuous oversight with disciplined rebalancing as markets and objectives evolve.
- Data-driven decisions - In-house research, quantitative signals and macro insight informing every allocation call.
- Performance reporting - Periodic reviews, transparent statements and access to our proprietary market insights.
What a discretionary mandate delivers.
- Personalized investment strategy aligned to your goals
- Returns optimized to your specific risk profile
- Professional management and senior oversight
- Diversified exposure across multiple asset classes
- Reduced burden of day-to-day investment decisions
- Transparent tracking of portfolio performance
Seven reasons clients partner with AVA GAM.
- Tailored investment strategy designed specifically for you
- Dedicated portfolio manager overseeing your investments
- Access to multiple asset classes in one portfolio
- Active portfolio management and rebalancing
- Professional expertise without the stress of managing investments
- Transparent reporting and performance tracking
- Designed for long-term wealth growth and preservation
Built for six investor jobs to be done.
- 01
Tailored investment strategy
- 02
Professional management of complex portfolios
- 03
Wealth preservation & long-term growth
- 04
Diversification across asset classes
- 05
Time constraints in managing investments
- 06
Expert insight and execution
A single service. Many mandates.
- High Net-Worth Individuals - HNIs seeking a tailored, professionally managed portfolio built around their financial ambitions.
- Affluent Professionals - Executives, founders and senior professionals with complex balance sheets and limited time to manage capital.
- Corporate Organisations - Companies deploying strategic reserves or long-term capital under a defined investment policy.
- Institutional Investors - Pension, endowment and treasury allocators looking for a disciplined multi-asset partner.
- Personalized Strategy Seekers - Clients who want more than an off-the-shelf fund - a portfolio that reflects their life and mandate.
A disciplined, five-lens process.
- Goal-based portfolio construction
- Risk profiling and asset allocation
- Continuous monitoring and adjustment
- Market-driven decision-making
- Long-term wealth optimization
Customized to you.
Portfolio risk is calibrated to each client's risk tolerance, investment objectives and time horizon - not a one-size-fits-all model.
- Risk tolerance
- Investment objectives
- Time horizon
From first call to fully deployed.
- 01
Consultation & Profiling
Initial discovery to understand your goals, mandate and risk tolerance.
- 02
Strategy Development
We design an investment strategy and asset allocation tailored to your objectives.
- 03
Account Opening & Funding
Onboarding, documentation and capital funding into your managed portfolio.
- 04
Portfolio Construction
Deployment across selected asset classes by your dedicated portfolio manager.
- 05
Ongoing Monitoring
Continuous management, rebalancing and periodic performance reporting.
Design a portfolio that reflects your ambitions.
Speak with a senior portfolio manager to explore whether a discretionary mandate is right for you and your family, business or institution.
AVA Global Asset Managers Limited is licensed and regulated by the Securities and Exchange Commission (SEC) Nigeria. Investment returns are variable and market-linked; past performance is not a guarantee of future results. Please read all offering documents before investing.
