Invest
Ways to invest with Summit
Whether you want to pick your own shares, hand the work to a manager, or put a company's reserves to work, the path starts the same way: with a goal.
Services
Choose your path
A simple path
How to begin
Step 1
Decide what the money is for
School fees in five years, a house deposit in ten, retirement in twenty five. The goal decides how much risk makes sense.
Step 2
Choose how hands on to be
Trade yourself with share trading, or hand it to a manager with a managed portfolio. Many clients do both.
Step 3
Start small and regular
A monthly amount from your salary smooths out the ups and downs. Clients can set a standing order from ₦5,000.
Step 4
Review once a year
Your adviser checks the plan with you every year, or sooner if your life changes.
Side by side
Compare the main services
| Share trading | Managed portfolio | |
|---|---|---|
| Who chooses the shares | You | Our managers |
| Minimum | ₦5,000 per trade | ₦2,000,000 |
| Main cost | 1% commission per trade | 1.5% a year, no commission |
| Reports | Monthly statement | Monthly statement and quarterly review |
| Adviser calls | On request | Every quarter |
Example rates.
Advice
Talk it through
Not sure which path suits you? Book a free 30 minute call with an adviser. We will ask about your goal and your timeline, explain the options and the risks, and never push a product.
Thank you, we have it
Your enquiry goes straight to the team's COVORN dashboard. A client adviser replies by email, phone or WhatsApp within one working day.
Example details for this demo.
Questions
Investing questions
Is investing in shares safe?
Shares can fall as well as rise, sometimes a lot. Spreading money across many companies and investing for five years or more lowers the risk but does not remove it.
Can I invest for my children?
Yes, through a trust account in your name for their benefit. Ask an adviser.
Do you offer fixed deposits?
No. We are a stockbroker. For savings you need instant access to, a bank account is the right place.