Why work with a boutique firm?
GlobeInvest was founded over 25 years ago as an independent practice. We recognized that without all the red tape and infrastructure of a major institution, we could provide a much more direct and personal experience for each client.
Today, we are still a boutique firm made up of a tight-knit team of experienced professionals. This makes a difference for the individuals with whom we work, because it allows us to provide:
- Ease of access to our portfolio managers
- Clear and simple fee structure
- Segregated portfolios with individualized strategy
- Complete objectivity in all investment recommendations
- Ample attention to you and your portfolio