Who We Are
Overview
Born out of a genuine desire to help people achieve financial freedom, Savest is a team bound by a shared passion for utilizing our skills and professional experiences in helping you manage your money in ways that give you a chance to live your best life.
We help you achieve clarity about your financial situation, leaving you feeling very confident about your future.
Listening and understanding your needs is a very important aspect of how we operate. By listening, we are able to develop a custom solution that best suits you, while helping you achieve your financial goals. We strive to do this with the highest level of professionalism, without any form of bias while putting your interests first.
Our experts are trained to help you prioritize, quantify and actualize your investment goals. At Savest, our paramount goal is to ensure that our Clients achieve their set goals and in the long run and build sustainable wealth.
Tomorrow, they say, is not promised, but you can to an extent ascertain what it would look like financially for you and your family. Backed by a seasoned research team, we analyze a long history of data along with current macroeconomic information to help you create an investment portfolio that inspires more confidence about your future.
We greatly care about the most important elements of your future and adopt a very disciplined approach when making investment recommendations. Whether it is a happy retirement, achieving financial well-being, education funding, traveling around the world, paying for your dream home, buying an asset, a cleaner world, starting a business, or optimizing the resources of a business; our program at Savest is designed to help you achieve the best possible outcome – a happy future.
At Savest, we recognize that financial knowledge is a powerful weapon for helping more people in our communities close the wealth gap and achieve financial wellness. We are committed to democratizing access to the best financial resources for everyone.
Our Financial Literacy Programs cover a wide group of individuals ranging from students, workers, retirees, entrepreneurs, and professional groups, to trade unions. We always welcome opportunities to help individuals imbibe great financial habits that would have a long-run positive impact on our communities.
Our Team
Nathan Kelechi Nwokoro, CFA
Ginika Nnamoko
Raphael Ameh
Chidalu Echem
How We Think
Although the world of investing has changed significantly over the past two decades, many investment firms have not changed their approach to investing as much. Our independence, excellent macroeconomic/securities research capabilities, and open-mindedness at Savest Financial allow us to objectively evaluate every investment opportunity and choose what works best for our clients. We are always on the lookout for creative ways to incorporate new and better investment solutions into our client’s portfolios.
Your first step to a successful investing experience is having a good understanding of investment markets. It is our duty to shield you from the jargon that inundates the world of finance and to translate them into simple solutions that best benefit your portfolio. We see complicated and difficult-to-understand investments as red flags that you should avoid.
When it comes to investing, we always think long-term. We think that attempting to time the market is folly, and as such, we do not fall into the trap of trying to determine the “best” time to buy or invest in securities because no such time exists. Instead, we use the personal and financial information which you provide us to allocate weights to different asset classes in a way that minimizes the risk of loss to you and optimizes your chances of achieving your financial goal. Although we may occasionally deviate from these assigned weights (called Strategic Asset Allocation), in the long run, it acts as an anchor to pull us back on course. In some ways, our asset allocation acts like a self-regulating thermometer that frees up cash when the market is overheating and uses up cash in down markets.
In selecting individual investments, we follow a thematic approach that focuses on long-term trends capable of returning significant value to you. We further incorporate any personal values along with any preferences that you may have. We constantly scrub the market backed by our outstanding research program to find companies that fit with any of these themes, have a competitive advantage in the sector where they operate, have very sound fundamentals, and have an excellent management team.
We make investment decisions while considering how it affects your overall financial well-being. Important financial decisions are barely effective when taken in isolation. We incorporate the totality of your financial position including debts and investments in illiquid assets such as real estate and private businesses when coming up with investment actions and recommendations.