“To be the number one financial and investment advisory institution in Nigeria ”
“ To partner with our clients for the achievement of their term-based financial goals through objective planning and management of investment assets with assured wealth optimization and preservation”
Hedgestone Capital focuses on a number of investment themes including:
Investment Advisory and Planning:
Investment advice and planning is essential to achieving short and long term financial goals and may represent the complete financial refit or the analysis of a specific issue.
We deliver this through a three part planning process that ensures clients receive the right advice for them and a clear path to their financial goals:
STAGE 1:
Identifying financial and lifestyle objectives.
STAGE 2:
Outlining strategy solutions.
STAGE 3:
Ensuring a clear path of implementation
Equities Advisory:
Our advisory services on tradable Securities and Fixed Income is driven by quality technical and fundamental research riding on genuine market information.
Under our equities advisory services, we provide research based recommendation on various Public Offers, Private Placements and secondary market equities in Nigeria .
Portfolio and Margin Account Management for Individual, Group and Institutional Clients:
• Gaining control over your portfolio's performance and the effects it has on the rest of your financial life is guaranteed with our style of advisory services. Our investment advisory service gives you flexibility in a number of ways.
• A portfolio investment account is a cluster of liquid assets: stocks, bonds, bills, mutual funds etc owned by an individual or institutional investor. We provide you with professional guidance on decisions to buy or sell based on your objectives. Typically, this account management style(s) is customized to meet your specific needs.
• Portfolio accounts can help you manage your liabilities, they can help provide liquidity, and they can help your manage risks.
• While portfolio accounts resemble mutual funds in some ways, there are differences. With a portfolio account you own individual securities rather than shares of a common fund. You may also request our investment advisers to make certain investments or avoid others, which you can't do with a mutual fund. And you can ask the adviser to sell certain holdings in your account to realize capital appreciation.
• The account allows for share loan, Asset-backed lending etc
• The investment minimum for this account is fixed based on your financial goals
• Your investment adviser ensures that you receive regular Portfolio Valuation Report, market update and other value added services
