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ASAM Heritage Equity Portfolio



Equity remains a suitable source of investment returns, if well managed with clearly defined risk/return objective. It could also be a very volatile asset class. This is why we established the ASAM Heritage Equity Portfolio to assist equity investors navigate the rocky equity market. The product seeks to construct, manage and administer an equity portfolio that delivers on the returns objective of our clients.

The portfolio is structured to cater for the following categories of clients:

Client Type Portfolio Type
Risk-Averse Clients Income Portfolio
Risk-Takers Growth Portfolio
Middle of the Road Balance Portfolio

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About Us

Our Mision

"To be the Investment Firm of Choice by partnering with all stakeholders to achieve success"

Our Vision

"To be the standard bearer for investment management service excellence in West African Sub region."

Our Principles

  • Our clients are our chief marketer. If they are satisfied with us they will help promote our business through referrals and this we value preciously.
  • Our clients interest will always triumph ours (both personally and corporate) anytime, so we will always seek ways to enable they win at all times.
  • We will cultivate a knowledge- based environment that ensures that staff and management are trained to provide solutions to our clients no matter how complex the situation might be.
  • We will always deal with integrity and high ethical standards with regards to the affairs of our entire stake holders at all times.

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