Advisory
Guided Investor
RetainerScoped per engagement
- Portfolio review and diagnostics
- Asset allocation recommendations
- Equity and crypto research access
- You retain full control of execution
Investment solutions
Managed for you, advised alongside you, or taught to you.
Six services, one standard of rigour. Choose the level of control you want to keep — the research discipline behind it never changes.
Service 01
Fund Management
We manage investment portfolios on your behalf using disciplined, research-driven strategies tailored to your financial objectives, investment horizon and risk tolerance.
Every investment decision is supported by detailed research, robust risk assessment and ongoing portfolio monitoring. You are never asked to accept a position you cannot have explained to you.
Discuss a mandateOur investment universe
- Publicly listed equities
- Government securities
- Corporate bonds
- Exchange-Traded Funds (ETFs)
- Cash and money market instruments
- Selected digital assets and cryptocurrencies
- Other approved opportunities consistent with your mandate
Service 02
Portfolio Management
Personalised portfolio management designed to move you toward long-term financial goals — optimising returns while actively managing downside risk.
Diversification limits, position sizing and a scheduled review cadence keep your portfolio inside the risk boundaries you agreed, not the ones the market imposes.
See how portfolios are builtThe nine-stage process
- Investor profiling
- Risk tolerance assessment
- Financial goal planning
- Strategic asset allocation
- Security selection
- Portfolio construction
- Ongoing monitoring and review
- Portfolio rebalancing
- Performance measurement and reporting
Service 03
Investment Advisory
Independent investment advisory services for investors who prefer to retain control of their decisions while benefiting from professional guidance.
You keep the trading account and the final say. We bring the research, the allocation view and an honest second opinion — with no product-selling incentive behind it.
Request a portfolio reviewAdvisory scope
- Portfolio reviews
- Asset allocation recommendations
- Investment strategy development
- Equity research
- Cryptocurrency research
- Macroeconomic analysis
- Retirement and long-term investment planning
Service 04
Investment Research
Research is central to every investment decision we make — and it is available to clients as written work, not verbal assurance.
Outputs are communicated through reports, newsletters, articles, presentations and market commentary, so you can audit our thinking at any time.
Read published researchResearch capabilities
- Fundamental equity analysis
- Financial statement analysis & company valuation
- Industry and sector research
- Macroeconomic research
- Fixed income analysis
- Digital asset & blockchain ecosystem analysis
- Market cycle analysis
- Investment strategy development
Service 05
Investor Education
Financial literacy is essential for sustainable wealth creation. Our educational initiatives equip investors with practical knowledge and analytical skill.
Programmes suit complete beginners through to experienced investors formalising a process they have been running on instinct.
Join the next sessionFormats
- Investment guides
- Educational articles
- Webinars and workshops
- Online courses
- Market explainers
- Financial literacy campaigns
- Public speaking engagements
Service 06
Mentorship Programme
Structured, practical training for aspiring investors, analysts and finance professionals who want to work to an institutional standard.
The programme combines theory with applied work — you will build models, defend valuations and manage a monitored practice portfolio.
Apply for mentorshipCurriculum
- Investment analysis
- Portfolio management
- Financial modelling & business valuation
- Fundamental analysis
- Risk management
- Market psychology
- Investment ethics
- Capital market operations
Compare
Three ways to work with us. One standard of research.
The difference is who executes and who decides — never the depth of the analysis behind it.
| Feature | Managed mandate | Advisory | Education & mentorship |
|---|---|---|---|
| Who makes the decisions | Transisco Alpha, within your written mandate | You, with our recommendations | You, with our framework |
| Who executes trades | Transisco Alpha | You or your broker | You |
| Written research access | Full — position-level | Full — thematic & position | Curated teaching notes |
| Asset allocation design | Included | Included | Taught, not designed for you |
| Rebalancing & monitoring | Continuous, by us | Reviewed at agreed intervals | Self-managed |
| Performance reporting | Formal, scheduled | Review notes | Practice portfolio feedback |
| Digital asset coverage | Where mandated | Research & guidance | Covered in curriculum |
| Best suited to | Busy professionals, families, businesses, institutions | Confident investors wanting an expert second view | Beginners and aspiring finance professionals |
| Fee basis | 2% AUM + 20% of realised profit | Advisory retainer or per-review | Programme fee per cohort |
Fee structure
Published fees. No spread games, no hidden load.
Specific arrangements vary with the nature of the mandate and are documented in full in your client agreement before a naira is invested.
Managed mandate
Discretionary Portfolio
2% + 20%Per annum AUM + realised profit
- Full discretionary management
- Multi-asset allocation across six asset classes
- Continuous monitoring and rebalancing
- Scheduled performance reporting
- Performance fee only on realised profit
Education
Mentorship Cohort
Cohort feePer programme intake
- Structured curriculum, nine modules
- Financial modelling and valuation practice
- Monitored practice portfolio
- Workshops, webinars and course library
Questions
Before you commit capital.
What is the minimum amount required to open a mandate?
Minimums depend on the mandate type and the asset classes involved. Rather than publish a figure that fits nobody, we agree a starting size in your first conversation based on your goals, contribution plan and liquidity needs — and tell you plainly if a managed mandate is not yet the right structure for you.
How exactly is the 2% and 20% fee applied?
The management fee is 2% per annum of assets under management. The performance fee is 20% of realised profits — meaning we earn it only when gains are actually crystallised, aligning our interests with yours. Specific arrangements may vary by mandate and are documented in the applicable client agreement.
Do you invest in cryptocurrency?
Selectively, and only under a mandate that permits it. Digital assets pass the same research gate as any listed security: ecosystem analysis, liquidity, custody arrangements and position sizing appropriate to a volatile asset class. Our crypto investment management work is research-led, never narrative-led.
Can I keep control of my own trading account?
Yes — that is precisely what our investment advisory service is for. You retain execution and final decisions while we provide portfolio reviews, allocation recommendations, strategy development and research.
How often will I hear from you?
Managed mandates receive scheduled performance measurement and reporting, plus commentary when a material change to a holding or the macro picture affects your portfolio. Between reports, you can reach your point of contact directly.
I am new to investing. Where should I start?
Start with education. Our guides, webinars, workshops and the Clockwise podcast are designed for exactly this stage, and the mentorship programme takes committed beginners through analysis, valuation and risk management properly before they scale capital.
Next step
Tell us your objective. We'll propose the structure.
Managed, advisory or education — the first conversation is the same: what are you trying to achieve, and by when?