Most small business owners want their business, their future and their children’s future to be in their control. This is understandable, but if all that time and energy is being put into the business, then who’s going to keep a sharp eye on personal finances? A small business owner isn’t going to have time to see if the US Dollar is appreciating or depreciating and how it might impact his stock investment for the current quarter. He also doesn’t have time to dig into 10-Qs and 10-Ks, follow interest rate moves, read Federal Reserve statements, and track foreign exchange movements. (For more, see: Small Business: It’s All About Relationships.)
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Global Advisers Investment Services
Interested in our services? Speak with a certified financial professional.
Ext — 1402
Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Our Business Principles
We are guided by a set of values and principles that determine our course of action when dealing with clients and the public in general.
Your financial adviser uses many different tools to help you reach your financial goals and objectives. We manage portfolio risk through a real-time market-risk management platform that provides a comprehensive measure of risk exposure across multiple asset classes worldwide. Our risk assessment begins at the portfolio level, and drills down to access successively deeper levels of risk. It allows us to quickly identify exposure to risk, and make adjustments when necessary.
We continually monitor for risk by position, risk by underlying, and risk by industry. We also create editable, hypothetical “What-If” scenarios portfolio based on your actual portfolio to see how your risk profile might change based on certain types of activities, such as adding, closing, reducing or increasing position(s). Your investment team will create complex custom scenarios by editing the price, date, and volatility variables that affect your risk profile.
They utilize advanced beta analysis to build client portfolios based on key concepts of the Capital Asset Pricing Model (CAPM). It allows them to build, maintain and monitor positions in a separate area by building new portfolios. It also permits them to view asset allocation on a daily or even a minute-to-minute basis. For more information, contact us.