Corporate Training
100%
Guarantee
Approval
Corporate Training
The roadmap to each of our client’s investment strategies is as custom and complex as each of their lives. Before we can get started, we need to determine where you’ve been, where you are now and where you need to go. Financial advisors start by gathering comprehensive information about the client's financial situation, including income, expenses, assets, debts, and risk tolerance. With East Africa Consultancy & Marketing Co. as your personal guide, we’ll help you build a map to get you where you want to be.
The First Appointment
Our institutional investment process starts the same way as any of our engagements, no matter the size of your institution. We meet with your board of trustees, consultants, or investment committee to understand your unique objectives and goals.
Gather Documents
We’ll reach out to the necessary parties to collect trust statements, plan documentation, adoption agreements, investment policy statements, and anything else we need to understand your needs further.
Current Plan Analysis & Proposal
We dig deep into analyzing your current plan and try to find ways to improve your investment lineup. Based on our analysis, we’ll create a comprehensive proposal that aligns your investments with the goals of your company and your employee base while staying in compliance with current regulations.
Present the Plan
With our plan ready to get to work, we meet with your investment committee to discuss key findings and review our offering in more detail. We’ll make any adjustments as needed and address any questions you might have. If everything is correct, we’ll move forward.
Ongoing Governance
We maintain a policy of open communication throughout our relationship together. In addition to monitoring service providers and conducting quarterly review meetings, our team is uniquely able to help participants address financial concerns and provide the guidance they need to realize their goals.
East African Consults
Why Choose Us
East Africa Consultancy & Marketing Co. likely refers to a consulting firm or organization that operates in the East African region. From the description provided, it seems that their main focus is on facilitating Foreign Direct Investment (FDI) and trade in the area, while also addressing significant economic, political, and social challenges faced by the region.
Get in Touch Today
We welcome the opportunity to learn about your investment goals and objectives.
