UNDERSTAND OUR CLIENTS' NEEDS

We take the time to meet with each of our prospective clients to understand their investment needs, objectives, and risk tolerance. Without cost or obligation, we then customize one or more portfolios, which reflect these needs. Each portfolio is structured as a segregated account for maximum tax efficiency.

Communicating regularly with our clients is another focus of GlobeInvest service.Our clients receive a monthly portfolio valuation and performance statement as well as a monthly statement from our custodian. We also encourage them to meet with their GlobeInvest portfolio manager at least once a year or whenever they wish to revisit their guidelines for portfolio management.

Our portfolio managers regularly produce and distribute Investment Notes which outline the firm’s current economic, social and financial insights as well as our ongoing investment strategy.

CHOOSE WELL FOR THE LONG TERM

GlobeInvest portfolio managers look for investment themes with a long-term investment horizon. We use a global data base to screen for equity securities in these areas.

Income producing securities are also an important component of most client portfolios. These include Bonds, Preferred Shares, Income Trusts and high dividend paying equities.