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The ultimate aim of any investment group is to create wealth for its individual members. A key component of achieving this objective is consistent and effective management, which would typically include:
- Regular monitoring of investments;
- Origination and Evaluation of prospective investments, ensuring that they are aligned with the overall objective of the group;
- Facilitation of investment transactions from inception to closing;
- Maintaining proper records including investment records, accounting records, legal records etc;
- Ensuring member contributions are up to date.
At Origins IGA we will give you the comfort of knowing that your investments are being given the quality attention they deserve. You and your fellow members are engaged in full time jobs and businesses. The amount of quality time you can dedicate to your group's affairs is limited, and is usually done at the expense of other activities. Indeed if you assign a cost to the time you need to spend away from your job, business or family to effectively oversee the activities of the investment group, it can turn out to be quite expensive. Even more so is the longer term and ongoing opportunity cost being incurred by the investment group by not properly monitoring investments or not pursuing investment opportunities in a timely manner.
We exist to transform the energy of investment groups into individual financial security. Our management and administration services will allow you to place the affairs of your Investment Group into the hands of a full-time, dedicated team of professionals. We will provide a dedicated relationship manager who will take your mind off the rigours of daily administration and manage your investments comfortably and securely. The relationship manager will oversee the day to day functions of your group including:
- Executing the purchase or sale of investments on the group's behalf. This includes shares, bank deposits, treasury bills and bonds, property etc;
- Analyzing and reporting on the feasibility of potential investments. Your relationship manager will be supported by a team of analysts;
- Organising, attending and taking minutes in your group's meetings. Your relationship manager will ensure that what is agreed in these meetings is executed in a timely manner.
Origins IGA also provides access to meeting rooms with internet access as part of your monthly package.









