Forté Asset is geared to providing financial services in four main areas: Portfolio Management, Investment Advisory services, Financial Advisory Services and Dealing Services.

Asset & Portfolio Management Services Equity Trading Services Financial Advisory Research Services Training Services

ASSET & PORTFOLIO MANAGEMENT SERVICES

Forté Asset manages and creates wealth for High Net-Worth Individuals, Corporate bodies, Pension Funds, etc. We are focused on devising strategies to enable us increase returns on our clients’ portfolios to the tune of 70%p.a. and above for our Managed Funds. The major areas that we have developed include the following:

Portfolio Management Services
We will assist individuals in managing their funds and/or stock portfolios by investing in stocks quoted on the Nigerian Stock Exchange. This is done either on a Nominee basis or directly in the client’s/company’s name.

Pension/Gratuity Fund Management
We assist corporate organizations in managing either part or all of or their entire pension or gratuity fund

Investment Advisory Services
We provide expert investment advisory services on investment outlets and opportunities to both local and international clientele.

EQUITY TRADING SERVICES

Through our Equity Securities Trading Services, we assist our clients in achieving superior returns on their investments. Our mission is to create wealth for our clients.

Brokerage and Dealing Services
We provide dealing services whereby our dealers execute buy or sell orders in both the primary and secondary markets.

Stock Trading Services
This involves trading in securities to realize capital gains, and to strategically position our clients to earn dividends and bonuses. To maximize returns on investments, it is advisable to actively trade in stocks. Our strategies make it possible to buy stocks at the lowest point possible during a bearish trend, and sell at the highest point possible during a bullish trend. We hold whenever trend movement is not clearly defined.

Broker to New Issues
This is a specialized professional service for companies that wish to raise fresh funds and list instruments on the exchange. We interface between the companies and regulatory authorities to ensure compliance with all regulations, as well as marketing the offer to the public.

Receiving Agency Services
As licensed stockbrokers, we act as receiving agents for all offers. Forté Asset brings to bear its goodwill to ensure success of the offer.

Retainership for Listed Companies
Through our Retainership Services to quoted companies, we offer technical advice based on market dynamics to strategically maintain shareholder value.

FINANCIAL ADVISORY

Intermediation / Loan Syndication / Project Finance:
By virtue of our strategic partnerships with institutional investors, large foreign investment banks on the international scene and multi-lateral finance organizations, Forté Asset is able to assist businesses in accessing funding for large ticket projects. At Forté Asset our local and international funding partners have financed a number of projects across Nigeria and Africa, partnering such organizations like International Finance Corporation (IFC), a subsidiary of the World Bank etc.

Privatization / Concession Advisory:
With the current drive in Public-Private-Partnership initiative of the government and thrust in the privatization of public enterprises, there is huge opportunities for institutional investors buying into these privatized facilities. Based on our deep knowledge across industries, Forté Asset is well positioned to assist in obtaining concession or outright acquisition of such facilities. For such, we offer services ranging from sourcing funding, finance structuring and other ancillary services that may be required for a successful bid.

Business Advisory / Corporate Restructure:
Forté Asset professionals have in-depth skills in analyzing businesses and coming up with tailored solutions in effective funding and general business strategy. This service comes in handy for most businesses especially in the current business terrain in Nigeria where organizations either run to bank funding or floating public offering of equity stocks, without a careful analysis of the impact on the business.

RESEARCH SERVICES

We have developed a research department which plays a critical role in our investment process by providing comprehensive research on a diversified list of companies and their industries. Based on its experience and depth of resources, Forté Asset Research provides the financial and strategic advice necessary for successful asset management. Dedicated to providing insightful analysis of the Nigerian Stock Exchange, Forté Asset is recognized for the quality and timeliness of its investment recommendations.

Research extends into every area of our business, supplying invaluable analysis, information, and advice for our clients and our other interests. Forté Asset also offer research services to our clients, helping them plot trends in their industries and key performance indicators, peer comparisons and a host of other intelligence services to help aid their business and investment decisions.

Pension/Gratuity Fund Management
We assist corporate organizations in managing either part or all of or their entire pension or gratuity fund

Investment Advisory Services
We provide expert investment advisory services on investment outlets and opportunities to both local and international clientele.

TRAINING SERVICES

Forté Asset also offers training services in the realm of financial planning and strategies. This service is especially focused to large corporate organizations and is designed to help the staff of such organizations plan their finances to achieve an effective personal economy and wealth creation.

The training courses teach on benefits of the various investment instruments and systems in Nigeria and beyond, encouraging participants to take positions and reap huge dividends.