[vc_row][vc_column width=”1/3″][vc_single_image image=”7064″ img_size=”full” style=”vc_box_rounded”][stm_spacing][/vc_column][vc_column width=”2/3″][vc_column_text]We are a national asset manager that combines our insurance heritage, investment capabilities and sustainability expertise to deliver wealth and retirement outcomes that matter most to investors.
Since starting out, we have helped many ambitious businesses and individuals to reach their goals. But we don’t only look backwards, we are very much forward-thinking financial experts. Our team offers a full suite of services for ambitious businesses, individuals and entrepreneurs across Kenya and the East African region.
Our service ethos is about more than just compliance and telling you the numbers. We like to think of ourselves as trusted advisors to our clients, looking to your past and present to shape your future.[/vc_column_text][vc_column_text]
At the heart of this relationship is a determination to think differently and to challenge what has been done before to find ways to improve your financial position and achieve your individual goals.
[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column][stm_spacing lg_spacing=”100″ md_spacing=”80″ sm_spacing=”70″ xs_spacing=”60″][vc_custom_heading text=”How we work” font_container=”tag:h2|text_align:center” use_theme_fonts=”yes”][stm_spacing lg_spacing=”17″ md_spacing=”17″ sm_spacing=”17″ xs_spacing=”17″][vc_row_inner][vc_column_inner width=”1/2″ offset=”vc_col-lg-3 vc_col-md-3″][stm_icon_box icon=”fas fa-sun” icon_size=”26″ icon_color=”base” icon_bg_color=”third_bg” icon_height=”60″ title=”We Provide Clarity” title_font_size=”16″ title_line_height=”22″]In the complex world of money and investing, we provide clarity and clear direction.
Our clients rely on us to look after their wealth – in many instances their entire livelihoods, everything that they have earned in their working lives. In effect they give our team the privilege of looking after what is probably the most important thing in most peoples’ lives after their personal health and their families.
Our job is to show clearly every day that we deserve the trust placed in us to protect and grow their wealth.[/stm_icon_box][stm_spacing lg_spacing=”0″ md_spacing=”0″ sm_spacing=”30″ xs_spacing=”30″][/vc_column_inner][vc_column_inner width=”1/2″ offset=”vc_col-lg-3 vc_col-md-3″][stm_icon_box icon=”fas fa-user-friends” icon_size=”26″ icon_color=”base” icon_bg_color=”third_bg” icon_height=”60″ title=”Becoming a Client” title_font_size=”16″ title_line_height=”22″]We start by listening carefully to you, so we fully understand how you are asking us to help.
If you’d like us to manage your portfolio, our advisers and investment managers will use their skill, expertise and deep understanding — of financial planning, of regulations, of investing and of markets — to pinpoint what matters and guide the decisions that will help you achieve your goals. They will also ensure you understand the details of any investment you make, including any risks and potential benefits.[/stm_icon_box][stm_spacing lg_spacing=”0″ md_spacing=”0″ sm_spacing=”30″ xs_spacing=”30″][/vc_column_inner][vc_column_inner width=”1/2″ offset=”vc_col-lg-3 vc_col-md-3″][stm_icon_box icon=”fas fa-anchor” icon_size=”26″ icon_color=”base” icon_bg_color=”third_bg” icon_height=”60″ title=”About our Advice” title_font_size=”16″ title_line_height=”22″]We provide a holistic financial advice service to individuals. Our investment process is unbiased, multi-asset, actively managed and diversified across regions and sectors. We also recommend investment offerings from other firms, without bias, based on our disciplined research and analysis process.
We are deliberately different. We have developed a unique investment philosophy that prioritizes the prospect of you achieving your own unique investment goals. This is supported by a tried and tested focused investment process. Together, we call this our outcome-based investing approach.[/stm_icon_box][stm_spacing lg_spacing=”0″ md_spacing=”0″ sm_spacing=”30″ xs_spacing=”30″][/vc_column_inner][vc_column_inner width=”1/2″ offset=”vc_col-lg-3 vc_col-md-3″][stm_icon_box icon=”fas fa-users-cog” icon_size=”26″ icon_color=”base” icon_bg_color=”third_bg” icon_height=”60″ title=”Our Team” title_font_size=”16″ title_line_height=”22″]Put simply, our people are our most important asset. That’s why we aim to recruit, develop and retain the best by offering challenging and rewarding opportunities combined with best in class training and development programmes.
Our experienced and talented asset managers recognize that correct asset class selection plays a critical role in delivering healthy risk-adjusted returns for our investors.
We are proud of our team and their level of ambition and professionalism. We have also supported our fund management team by recruiting talented people in such areas as customer service and administration.[/stm_icon_box][/vc_column_inner][/vc_row_inner][stm_spacing lg_spacing=”100″ md_spacing=”80″ sm_spacing=”70″ xs_spacing=”60″][/vc_column][/vc_row][vc_row full_width=”stretch_row” el_class=”third_bg_color”][vc_column][stm_spacing lg_spacing=”75″ md_spacing=”65″ sm_spacing=”55″ xs_spacing=”50″][vc_row_inner][vc_column_inner width=”5/12″][vc_custom_heading text=”10+ Years
of Experience” use_theme_fonts=”yes”][vc_column_text]Beril Ogot Insurance is a young investment management firm staffed by experienced people committed to offering investors outstanding risk-adjusted returns over the long term.[/vc_column_text][stm_spacing lg_spacing=”0″ md_spacing=”0″ sm_spacing=”0″ xs_spacing=”30″][/vc_column_inner][vc_column_inner width=”1/12″][/vc_column_inner][vc_column_inner width=”1/4″][stm_stats_counter stat_counter_style=”style_5″ icon=”fas fa-suitcase” counter_value=”321″ title_color=”” icon_color=”” title=”projects completed”][stm_spacing lg_spacing=”30″ md_spacing=”30″ sm_spacing=”30″ xs_spacing=”30″][stm_stats_counter stat_counter_style=”style_5″ icon=”fas fa-user-check” counter_value=”197″ title_color=”” icon_color=”” title=”satisfied clients”][stm_spacing lg_spacing=”0″ md_spacing=”0″ sm_spacing=”0″ xs_spacing=”30″][/vc_column_inner][vc_column_inner width=”1/4″][stm_stats_counter stat_counter_style=”style_5″ icon=”fas fa-users” counter_value=”11″ title_color=”” icon_color=”” title=”staff members”][stm_spacing lg_spacing=”30″ md_spacing=”30″ sm_spacing=”30″ xs_spacing=”30″][stm_stats_counter stat_counter_style=”style_5″ icon=”fas fa-key” counter_value=”4″ title_color=”” icon_color=”” title=”core services”][/vc_column_inner][/vc_row_inner][stm_spacing lg_spacing=”75″ md_spacing=”65″ sm_spacing=”55″ xs_spacing=”50″][/vc_column][/vc_row][vc_row][vc_column][stm_spacing lg_spacing=”100″ md_spacing=”80″ sm_spacing=”70″ xs_spacing=”60″][vc_row_inner][vc_column_inner width=”1/2″][vc_custom_heading text=”Our mission” use_theme_fonts=”yes”][vc_column_text]We aim to optimize our portfolios by adjusting the percentage of each asset class with reference to the investor’s risk tolerance, goals and investment time frame, and also the strengths, weaknesses, opportunities and threats present in the investments at any given time.
We call this approach dynamic asset allocation and we put it at the heart of our investment process.
Our dynamic asset allocation strategy makes sure we invest to gain exposure to specific asset categories, geographic regions, industry sectors and investment themes, investing regionally in all major asset classes.
We monitor information and data from many sources and at many levels to aim actively to keep investments on course to meet or exceed investors’ expectations.[/vc_column_text][stm_spacing lg_spacing=”0″ md_spacing=”0″ sm_spacing=”0″ xs_spacing=”30″][/vc_column_inner][vc_column_inner width=”1/2″][vc_single_image image=”7067″ img_size=”full”][/vc_column_inner][/vc_row_inner][stm_spacing lg_spacing=”80″ md_spacing=”70″ sm_spacing=”60″ xs_spacing=”60″][/vc_column][/vc_row][vc_row full_width=”stretch_row” disable_element=”yes” css=”.vc_custom_1681815118513{background-color: #f2f4fa !important;}”][vc_column][stm_spacing lg_spacing=”100″ md_spacing=”80″ sm_spacing=”70″ xs_spacing=”60″][vc_custom_heading text=”Our team” font_container=”tag:h2|text_align:center” use_theme_fonts=”yes”][vc_row_inner][vc_column_inner width=”1/6″][/vc_column_inner][vc_column_inner width=”2/3″][vc_column_text]
Our team of professionals includes HR consultants, executive coaches, business professionals, and more.
[/vc_column_text][stm_spacing lg_spacing=”60″ md_spacing=”50″ sm_spacing=”40″ xs_spacing=”30″][/vc_column_inner][vc_column_inner width=”1/6″][/vc_column_inner][/vc_row_inner][stm_staff_list style=”grid” grid_view=”minimal” image_style=”img_rounded” per_row=”3″ count=”6″][stm_spacing lg_spacing=”100″ md_spacing=”80″ sm_spacing=”70″ xs_spacing=”60″][/vc_column][/vc_row][vc_row disable_element=”yes”][vc_column][stm_spacing lg_spacing=”100″ md_spacing=”80″ sm_spacing=”70″ xs_spacing=”60″][stm_image_carousel grayscale=”yes” images=”5726″][stm_spacing lg_spacing=”50″ md_spacing=”30″ sm_spacing=”20″ xs_spacing=”10″][/vc_column][/vc_row]