WHO WE ARE

We are a multi-client office formally set up in June 2016 to provide asset management advisory services to our private clients. Our aim is to work closely with clients and ensure that their needs are met and our services are tailored completely to their specific needs. .

VISION

Our vision is to provide our clients with an honest and knowledgeable partnership that saves them time and money.

MISSION

To be the preferred partner to those seeking independent and objective investment advice and coordination of all their assets.

BILLION (Naira) ASSET UNDER MANAGEMENT

YEARS COMBINED INDUSTRY EXPERIENCE

SERVICE OFFERINGS

OUR CORE VALUES

OUR APPROACH

We have designed a work approach that is convenient for our clients

Sign a management agreement

Review current situation

Engage Fund Manager, Broker and/or Agents

Renegotiate terms with Fund Managers, Bankers or Brokers

Provide monthly or quarterly reports on consolidated investments

We believe that our clients always come first, and hence have designed our processes to ensure that at any point in time, we are delivering the best possible service to our clients.

Services

Cash Management

Receive/post outstanding payables and track vendor payments

Establish internal controls, including expense approvals and archiving

Categorize and code expense transactions, including tracking transfers between entities

Maintain/manage cash balances

Facilitate detailed financial reporting, maintain trial balance and general ledgers for each entity

Comprehensive Performance Reporting

Maintain summary of major assets, ownership and key contacts

Maintain copies of investment documents, statements, financial reports and correspondence

Provide consolidated summary of assets’ and investment performance within defined periods

Financial record keeping and document retention

Consolidated investment reporting

Consolidated financial reporting

Monthly investment updates

Global Asset Allocation and Investment Strategy Consulting

Strategic asset allocation and investment strategy

Develop Investment Policy Statement for all accounts and/or legal entities

Investment due diligence, selection and monitoring

Objective investment counsel

Investment due diligence, selection and monitoring

Consolidated investment reporting

Goals-based financial and cash flow planning, liquidity management and capital sufficiency analysis

Trusteeship, Tax and Estate Planning

Provide a complete infrastructure to meet complex trust obligations

Develop & Implement core values’ statements.

Develop a Mission Statement

Education planning including next generation education

Tax aware advice on asset location and income and gift tax return reviews

Estate plan reviews and recommendations

Creation & communication of wealth transfer objectives

Annual estate plan review, recommendations & monitoring

Coordination of professional parties

Proactive management of providers, accounts and cash flow

Reporting and objective analysis of all investment performance and tax information

Management and negotiation of provider costs

Management and negotiation of vendor performance

Investment Manager Selection and Monitoring

Review provider’s performance

Recommend alternatives

Monitor performance of providers and vendors

Improve service quality

Real Estate Portfolio Management

Maintain inventory of assets

Maintain schedule of income

Define property renewal cycles

Manage agents/vendors

Define investment policy for revenues

Oversee additional acquisition or sales

Management

We have assembled a good team to look after your investments

Chioma Okigbo

MD CEO

35 years of combined experience both locally and internationally. Diverse skills in advisory & analytics, asset allocation, and relationship management

Come and Work with Us

Contact Info

Oceanview Apartments, 18 Hakeem Dickson Drive, off Bosun Adekoya Street, Oniru , Victoria Island, Lagos,
+234 8029990142
info@moddcompany.com
www.moddcompany.com