World Class Investment Advisory

Building Wealth,
Securing Futures

We provide world-class investment advisory services to Governments, Corporations, Financial institutions, high-net-worth individuals, and others.

Advisory on Strategic Portfolio Management

Your Goals,
Our Expertise

Comprehensive investment advisory solutions tailored to meet your unique financial objectives and risk appetites.

Trusted Financial Partner

Protecting Assets,
Growing Wealth

Over 20 years of proven excellence in advisory services to managing and growing institutional and high-net-worth portfolios

Professional Advisory Services

Expert Guidance,
Exceptional Results

Dedicated team of financial experts committed to delivering superior investment performance and client satisfaction

20+
Years of Experience
50+
Satisfied Clients
100+
Research Reviews in the Capital Market

Our Services

Comprehensive investment advisory solutions tailored to meet your unique financial goals

Advisory on Fund Management

Expert advisory on fixed income investments, targeted savings plans, and customized fund management solutions tailored to your financial goals.

  • Advisory on Fixed Income Investments
  • Advisory on Targeted Savings Plans
  • Advisory on Customized Fund Management
  • Advisory on Flexible Investment Options

Advisory on Portfolio Management

Advisory on comprehensive portfolio services, including discretionary and non-discretionary investment strategies for optimal diversification.

  • Advisory on Discretionary Portfolio Investment
  • Advisory on Non-Discretionary Portfolio Investment
  • Advisory on Portfolio Mix for Diversification
  • Advisory on Regular Portfolio Re-balancing

Advisory on Trust Services

Professional Investment Advisory

  • Advisory on Estate Planning
  • Advisory on Endowments & Foundations
  • Advisory on Employee Welfare Schemes
  • Advisory on Deceased Accounts/Asset Management

Advisory on Corporate Solutions

Tailored investment advisory on strategies for corporations seeking sustainable growth and effective treasury management.

  • Advisory on Corporate Treasury Management
  • Advisory on Risk Assessment & Management
  • Advisory on Strategic Investment Planning
  • Advisory on Financial Goal Alignment

Advisory on Government Securities

Specialized world-class investment advisory services for government entities with focus on transparency and long-term value.

  • Advisory on Public Fund Management
  • Advisory on Sovereign Wealth Fund
  • Advisory on Infrastructure Financing
  • Advisory on Policy-Aligned Strategies

Advisory on High-Net-Worth Services and others

Personalized Advisory on wealth management and investment solutions for discerning individuals and families.

  • Advisory on Stocks & Mutual Funds
  • Advisory on Bonds & Fixed Income Management
  • Advisory on Legacy Planning
  • Advisory on Bespoke Investment Strategies
Professional financial consultation
SEC
licensed as an Investment Advisory Company since 2019

We Are Aligned With Our Clients

Our Vision

To be the Champion of Wealth Creation

Our Mission

To actively seek the best investment opportunities for our stakeholders

We are Wealth Builders Investment & Advisory Services Limited, incorporated in December 2018 and licensed by the SEC as an Investment Advisory company. We commenced operations in January 2019, providing world-class investment advisory services to clients that include Governments, Corporations, Financial Institutions, and high-net-worth individuals and retail investors.

We are privately held, which allows us to maintain a culture that limits bureaucracy and red tape. We advise on a range of investment opportunities, including Stocks, Mutual Funds, Bonds, Fixed income, etc. We help our clients to achieve their goals by preparing financial plans— flexible enough to overcome investment fluctuations, etc.

Identify Your Risks and Help to Manage Them
Dedicated Relationship Staff
Expert Management Expertise
Robust Research Information
SEC Licensed Since 2019
Comprehensive Advisory on Financial Planning and Investment
More About Us

Our Valued Clients

We are consultants to leading organizations across various sectors

N

NASD

Consultancy and Advisory Services

C

Central Bank of The Gambia

Capital Market Advisory Services

P

PAC Registrars

Corporate training

C

Capitalfield Investment Group Ltd

Global Certification Advisory Services

A

Apel Registrars Ltd

Advisory Services

V

Vital Products Ltd

Consultancy and Capital Market Services

F

Forte Asset Management Company

Corporate Advisory Services

C

Citycode Mortgage Bank

Advisory Services on Risk Management

F

FMDQ

Consultancy

V

VFD GROUP

Consultancy

Our Business Partners

Collaborating with industry leaders to deliver exceptional value

Joe Mekiliuwa Consulting Services Ltd.
WealthBuilders Integrated Resources Ltd.
Amazing Charis Investment Limited

Get In Touch

Use the provided form to send us your comments, inquiries, messages, suggestions, and questions concerning our services, investment opportunities, and experience.

Carefully fill out all the provided spaces on the form with your correct details and phone number. Someone will get back to you concerning your request or enquiries. Thank you.

Address

7, Olufemi Apara Close, Atunrase Estate, Gbagada, Lagos, Nigeria