Portfolio Management Services
Global Standard Capital advisory management service is suited to clients who wish to participate and take an active interest in their investments but realize they would benefit from supervision and supplementary guidance. Our professionals identify investment opportunities they feel would be suited to a client’s portfolio, they must adhere to regulatory oversite and obtain authorization before they can go ahead and execute an investment decision.
They are available to provide a professional opinions in instances where clients may not be sure about opportunities or products they have identified through their own efforts:
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Investment opportunities will be identified by a fully qualified portfolio manager.
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These opportunities will always factor in a clients appetite for risk and their objectives
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Clients can implement stipulations that investments are not to be made in any industries they consider unethical; pharmaceutical, armaments, munitions, tobacco etc.
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Investment professionals are on hand to discuss any investment strategies clients may have
PRODUCT ALLOCATION
Global Standard Capital discretionary investment management services have proven immensely attractive to those people who prefer to be kept up-to-date with their investments, but overall do not possess the knowledge or skill to manage their portfolio effectively. Often, this is owing to a lack of time or, perhaps, a preference for other activities like traveling or retirement.
This comprehensive service can be tailored to match your requirements, goals and time sensitive investments. For example, a portfolio can be structured with regular redemption's in mind to, for instance, to pay for a child's tuition or to provide additional income to supplement an annuity.
Investments will be managed by a qualified portfolio manager that the client authorizes to make investment decisions on his or her behalf.
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The portfolio is managed in keeping with the client’s objectives and risk adverse profile.
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Clients can add stipulations that investments are not to be made in any industries they consider unethical; armaments, munitions, tobacco etc.
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There is inconsequential lag between making the investment decision and executing it as can occur with the advisory service.
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Clients have unrestricted access to portfolio managers who are able to discuss all issues or inquiries.
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Documentation in relation to equities or other assets held within a client’s portfolio are held in a nominee account minimizing risk.