Our Bias is to you
Money Acumen Advisory Ltd is a private, independent and Zambian-owned Investment Advisory and Brokerage Firm offering Wealth Management services that ensures working closely with the client, establishing a blueprint and devising bespoke financial strategies and solutions that help them create, grow and maximize their wealth.
We play the critical role of the intermediary between the Client and the Financial Institutions and Fund Managers. Our Independent role entails that you, as the client, retains the best product, with the best returns and the highest chances of attaining Financial Security. We screen the stake holders we work with to ensure our clients monies are protected from financial loss. Security of your funds is a top priority for us.
OUR GOAL
To become Zambia’s leading Independent Investment and Financial Advisory Firm.
OUR VALUES
Unbiased Independent Financial Advice that is relentless in ensuring our clients get the best returns on the market.
OUR MISSION
Our mission is to empower our clients to make informed financial decisions and achieve financial freedom.
Thoughtful Investing
Thoughtful Investing is a dedication to rigorous, fundamental research to gain a deep understanding of the clients and businesses we serve and more importantly the fund managers in which we invest our clients’ capital into. It is the belief that teams—through diversity, collaboration and a willingness to challenge one another—best deliver the first-rate performance that we promise to each and every client.
It is the patience to allow the quality of strategies, companies and allocators to compound our clients’ capital over time. It is the humility needed to make objective, unbiased decisions—even under pressure—and to learn from our mistakes. It is an appreciation of context so that ideas can be kept in proper perspective. It is an intense focus on sustainability as a means to outperform
Our Story