Investment Services

Do you have financial aspirations for your future?

Whatever your vision, ANSA Merchant Bank Investment Services can help you develop a clear, easy-to-understand financial strategy, customized for you.Whether your investment needs are simple or sophisticated, we offer access to a full range of financial products and services. And our wealth managers have the experience and knowledge to help you reach your goals, at every stage of life using a financial planning approach.

Our Investment Services includes:

Portfolio Management & Advisory Services

We are providers of in-depth information and analysis to high net worth individuals and the corporate community. As financial advisors we begin with a thorough understanding of our client's financial needs, short-term and long-term financial goals. An investment portfolio is then constructed to meet the goals of preservation of capital, capital appreciation and income.

US/TT Dollar Investments

We have established strong relationships with international and local securities providers. We have the capacity to price aggressively and possess the technical knowledge and experience to structure products with the appropriate risk / return profile for your needs.

Mutual Funds

Diversify your investments with professionally managed mutual funds.

A mutual fund is a company that pools money from many investors and invests the money in stocks, bonds, short-term money-market instruments, other securities or assets, or a combination of these investments.

It is important to note, mutual funds may provide diversification, an important element of a well-rounded investment portfolio.


ANSA US$ Income Fund

The investment objective of this fund is to generate investment returns which are superior to all TT$ income mutual funds registered in Trinidad & Tobago.

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ANSA TT$ Income Fund

The investment objective of this fund is to generate investment returns which are superior to all US$ income mutual funds registered in Trinidad & Tobago.

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ANSA Secured Fund

ANSA Merchant Bank was the first financial institution to offer a Hybrid Fund which offered capital preservation and a guaranteed return. The fund quickly reached its target subscription volume and is temporarily closed to new subscription.

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ANSA US Secured Fund

ANSA Merchant Bank was the first financial institution to offer a Hybrid Fund which offered capital preservation and a guaranteed return. The fund quickly reached its target subscription volume and is temporarily closed to new subscription.

Learn More