PROFESSIONAL SOLUTIONS

FOR SMALL BUSINESSES
Our approach to Investing focuses on the best technologies, research, and people.

Valuation and Risk Analysis

SOLUTIONS FOR BUSINESSES AND CORPORATIONS
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.

Global Advisers Investment Services

Interested in our services? Speak with a certified financial professional.

800-832-8514


Ext — 1402


Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

Business Investing

Our Business Investing Solutions involves a hand-free managed account with one purpose—to help you achieve long-term business success through investing …

Services for Businesses

The services we provide to our business clients focus on creating cash flow, providing investment advice, portfolio management, and administration of company retirement plans…

Business Planning

For many people, owning their own business is an American dream. But managing your own business takes a lot more than hard work. You need a …

Retirement Planning

Planning for your retirement goes beyond your future financial needs. Other important factors include your health and well-being, emotional readiness, lifestyle, and personal preferences, all of which require careful planning. Mostly everyone dreams of a comfortable, secure, and meaningful retirement. This requires a stable income stream, less exposure to financial risks, and being prepared for the unexpected. We suggest you begin by envisioning what these factors will look like when you retire.

SEP IRA & Small Business Plans

High contribution limits plus simple set up and low cost might make this plan work for small businesses with variable cash flows. Our solutions team works with you to help maximize your retirement plan for you and your employees.