Financial Guidance

We will work with you to get a sense of your true risk profile and provide a portfolio that is in line with your life goals. We will discuss your time horizon, type of adversity you are willing to handle and more. Asking thoughtful questions will allow us to gauge what type of management is best, and assist in the review process.

When we have established your priorities, we draw on the expertise of our team to construct a portfolio.  We provide you with ongoing communication to keep you informed and in control as we monitor the performance of your personalized portfolio recommendations. 

Through annual reviews, personal reports, and an ongoing dialogue, you can be sure that you and your investments are attended to.  At Global Investment Advisors, building a proactive, long-term investment plan while preserving your wealth is our cornerstone strategy.