Who We Are
Who We Are
Savest Financial Services Limited (“Savest Financial”) is an SEC-registered corporate investment advisor and inter-dealer broker firm committed to helping individuals, families, business owners, and institutions achieve their financial objectives and build long lasting wealth. With a client-centric approach, we provide personalized, unbiased, and professional advice tailored to each client’s unique goals. Our expertise spans wealth management, family office, business valuation, corporate finance, fixed income, and structured finance, all backed by in-depth macroeconomic and securities research.
Our investment philosophy emphasizes a disciplined, long-term approach, focusing on strategic asset allocation and thematic investing to optimize returns while managing risk. We prioritize transparency, cost efficiency, and innovation, ensuring our clients receive the best possible solutions to secure their financial future. Whether planning for retirement, wealth preservation, business expansion, or other financial goals, we are dedicated to guiding our clients toward building and preserving wealth across generations.
Our Team
Nathan Kelechi Nwokoro, CFA
Raphael Ameh
Ginika Nnamoko
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.
Vision
To become the center point for creating and nurturing sustainable wealth in Sub-Saharan Africa.
Mission
To become the gold standard and leading brand in wealth management.
Our Core Values
Our place in the investment service industry rests on the quality of our processes, our people, and the institution of a very strong ethical foundation.
Our core values represent the qualities we stand for, and they all begin with our people.
Fidelity
As a fiduciary, we put our clients interests first and stay true to our word.
Innovation
A team of creative intellectuals that continually improve ourselves, and our processes.
Integrity
We always strive to uphold the highest ethical standards while offering our clients the best service possible.
Passion
We are a team of individuals passionate about delivering world class results.
Speedy Execution
We understand time value and ensure speedy and excellent execution of tasks.
Meritocracy
We reward performance, dedication, and results—ensuring that success is earned through talent, effort, and impact.