Estate Planning & Portfolio Design

One of the most important steps in offering this service is an independent financial review and feedback interview. Global Standard Capital's advisors gather all information on existing financial strategies including investments, retirement pensions, savings, and other liabilities and assets.
 

The information gathered will will be used to analyze risk and assess goals and will help form the foundation of the recommendations that will follow.  This is essential that it is carried out early and as thoroughly as possible.
 

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At Global Standard Capital our investment philosophy is based upon a disciplined, structured and risk managed approach to portfolio design.  We are able protect our clients’ capital while increasing their net wealth through a macro-economic approach to investing that is highly asset allocation driven. Every macro-economic indicator is looked at including the key ones such as

individual sector growth, interest rates, economic sectors and even Geo-political factors are considered before any long-term plan is implemented.

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Following this process our advisors allocate assets that reflect the client’s risk tolerance, growth expectations and the overall economic outlook taking into consideration economic cycles our analysts expect to prevail over the term of the investment.

Relying on a proven repeatable approach to investment success, we:

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• Design a well diversified portfolio that minimizes risk while compounding long-term growth potential.

• Help clients determine their most favourable asset allotment.

• Find the perfect blend of investments that give the best possible return on their initial investment.

• Constantly monitor results and reallocate assets for maximum success in the long term.