SIMS Individual Portfolio Management

We offer portfolio management services to high-net-worth individuals seeking specific investment goals such as educational, retirement and trust funds. We assist set up the portfolio with an asset allocation mix to meet the client’s investment objectives and liquidity needs.

Who should invest?

High-net-worth individuals with medium to long term investment objectives.

Minimum Initial Investment Amount – GHS 2,000,000
Minimum Duration – 3 years

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Why let SIMS manage your Funds?

Our people are well versed in investment management practices with unrivalled experience on the market.

Our diversified pool of investments offers competitive and sustainable returns. We match risk and return to meet and exceed client expectations.

Cutting edge technology allows us to invest real time for our clients. Audit trails, segregation of client assets from SIMS assets, in-built controls and strict adherence to the CFA Institute’s Asset Manager Code of Conduct, all provide security for our client assets

Our fees are competitive and negotiable.

Tailor-made reports to meet client needs.

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