Your goals. Regulated options. A policy that governs every decision.
Build your Investment Policy Statement with us today through the IPS Builder, our educational engagement for individuals and institutions. We map your objectives, explore how regulated options behave, and draft a bespoke IPS you can act on, powered by FIS, IMS, WAPM, and the CoachMarangu AI advisor.
What you can engage today is the IPS Builder, an educational service. This is for educational purposes, not financial advice, and IPS Builder outputs are educational documents · verify with your own licensed financial adviser. Full regulated Investment & Wealth Management Advisory is a planned service pending CMA Investment Adviser and ISPP authorisation, targeted for Q1 2028. Read our regulatory status →
A disciplined, objective-led process.
Not product-pushing, a structured path from your goals to a written policy that governs every decision.
We start with you, your goals, time horizon, risk appetite, liquidity needs, and constraints, to define exactly what your money must achieve.
We explore regulated investment options that genuinely match your objectives, screened and compared with our FIS fund-intelligence system, never product-pushed.
We draft a bespoke Investment Policy Statement (IPS), unique to you, that governs every investment decision, then monitor it through IMS, with WAPM proposing action for you to confirm.
For individuals and institutions.
Over 16 years, Coach Marangu has personally advised 8,300+ individual and institutional clients, with combined assets under management exceeding KES 25B.
Professionals, families, and entrepreneurs who want a clear, objective-led plan and a written policy that keeps decisions disciplined through every market.
SACCOs, funds, trustees, and corporates that need governance-grade objective-setting, mandate design, and a formal IPS to anchor fiduciary decisions.
Advisory, backed by proprietary technology.
The advisory layer runs on the WealthPro platform, intelligence and governance built in.
Screen and compare regulated funds and options against your objectives.
Explore FIS + AI AnalystTrack and monitor portfolios against your Investment Policy Statement.
Explore WealthPro IMSAutonomous analysis and proposals against your strategy, confirmed by a person.
Explore WealthPro WAPMChat 24/7, just as you would with a human advisor, verifiable, up-to-date answers to your toughest questions and on-demand scenario modelling for your investments.
Explore CoachMarangu AIThe IPS Builder.
An educational engagement you can book now, while full regulated advisory remains pending CMA authorisation.
Work through your goals, risk profile, and time horizon, and understand how the asset categories actually behave.
Book a sessionA structured, educational Investment Policy Statement you can take to your own licensed adviser and act on with discipline.
Book a sessionGovernance-grade objective-setting for SACCOs, funds, trustees, and corporates, delivered as group financial-planning education.
Book a sessionThis is for educational purposes, not financial advice. IPS Builder outputs are educational documents · verify with your own licensed financial adviser. Investment & Wealth Management Advisory is a planned service pending CMA dual-licence authorisation (Investment Adviser and ISPP), targeted Q1 2028.
Frequently asked questions
An IPS is a written document, unique to you, that captures your objectives, risk tolerance, constraints, and the rules that govern your investment decisions. It keeps strategy disciplined and decisions consistent, especially in volatile markets.
Build your investment policy with us.
Book an IPS Builder session today, and we’ll onboard you to full advisory the moment our CMA and ISPP licences are approved.