Investment advisors are generally advisors that assist clients to attain financial freedom through knowledge of finance, business or economics by educating them on various investment types in terms of their benefits and drawbacks.
Other functions of investment advisors include:
-Determine the risk tolerance of investments as well as gauging the client’s risk in relation to short or long term goals, age, employment, expenses and even family status.
-Analyze investment options through research and analysis of market trends in addition to keeping up with the latest financial news in order to provide relevant and accurate advice to clients.
-Ensure all the financial information records between them and the clients are well stored in terms of audit purposes.
-Adherence to the regulations and policies regarding investments as well as maintenance of high ethical standards.
Below is a list of authorized investment advisers in Kenya
1.Bora Capital Limited
Address: P.O. Box 26718-00200, Nairobi
Phone: +254-20311724
2. I & M Burbidge Capital Limited
Address: P.O. Box 51525-00100, Nairobi
Phone: +254 732 100160
3.Citidell Company Limited
Address: P.O. Box 185-00606, Nairobi
Phone: 0728652015
4 Co-op Consultancy & Insurance Agency Limited
Address: P.O. Box 48231-00100, Nairobi
Phone: 0703 027 000
5.Deloitte Financial Advisory Limited
Address: P.O. Box 40092-00100, Nairobi
Phone :(254) 20 444 13 44
6 Lifestyle Management Limited
Address: P.O. Box 1342-00606, Nairobi
Phone: +254-208034246
7 PriceWaterhouseCoopers Associates
Address: P.O. Box 43963-00100, Nairobi
Phone: +254 (20) 285 5000
8 Regnum Consultants Limited
Address: P.O. Box 11431, Nairobi
Phone: +254-203862333
9 The Profin Group (K) Limited
Address: P.O. Box 9980-00100, Nairobi
Phone: +254 (020) 204 3463
10 Liaison Financial Services Limited
Address: P.O Box 58013 – 00200 Nairobi
Phone: +254703 071 000
11 Waugh McDonald Wealth Management Limited
Address: P.O Box 1896 – 00606 Nairobi
Phone: +254 (0)20 421 4211
12 Aylesfield (Kenya) Limited
Address: P.O Box 1380 – 00621 Nairobi
Phone: +254-202712110
13 Ace Financial Advisory Limited
Address: P.O. Box 15916-80100 Mombasa
Phone: 0706869892
14 Synesis Capital Limited
Address: P.O. Box 75282-00200 Nairobi
Phone: +254 798 335 477
15 AFG Wealth Kenya Limited
Address: P.O. Box 764-00606, Nairobi
