The GlobeInvest Process

Consistency of results depends on consistency of process. We've built up the track record we have by following measured, prudent steps to construct individual portfolios, and we continue to take a focused approach to each client’s objectives.

• Step 1 The PIF
  The Personal Information Form is a convenient way for us to obtain the essential information we need to move forward.
• Step 2 Personal Review
  In our first meeting, we focus discussion around what it is you hope to achieve through your investments and related preferences and risk tolerances.
• Step 3 Objectives Proposal
  Following a detailed process of analysis and selection, we create a proposal delineating our recommended investment strategies. We encourage your questions and ensure you are comfortable with our plans before moving forward.
• Step 4 Initiation and Allocation
  We construct your segregated portfolio, and we also initiate the tax-efficiency, active management and monitoring that occur on an ongoing basis.
• Step 5 Focus and Communication
  You receive from us quarterly portfolio valuations and performance reports, as well as monthly custodial statements with 24/7 online access to your portfolio. We also review with you annually (at minimum) and we conform all other communication to your preferences.