INVESTMENT ADVISORY GROUP, INC

CHOOSE A WAFRA COMPANY:

CHOOSE A WAFRA COMPANY

Wafra Investment
Advisory Group, Inc.

Wafra Capital
Partners Inc.

Other Affiliated Companies

Wafra Financial & Management Services Ltd.

Management Activities

Management activities encompass a wide range of services:


  • Sourcing, originating, evaluating and analyzing investment opportunities based upon a client’s specific objectives
  • Performing in-depth due diligence on investment opportunities
  • Preparation of investment memorandums and review with a client’s investment committee
  • Determining efficient investment structuring and negotiating of documentation where appropriate, with in-house and external legal and external tax professionals
  • Post-closing handling of all investment related matters, including cash flows and reporting between the underlying portfolio managers and the investor, such as quarterly reports, annual audits and tax related information
  • Responsible for the management and administration of underlying investments