At GFC we believe
that ongoing management of your portfolio is essential. Why? Because today’s
global economic environment is constantly changing: financial markets are
fluctuating as never before; the political scene appears more volatile; and our
monetary policy is at times unpredictable.
As part of GFC’s
Integral Asset Management program, we utilize a systematic screening and
selection process to try to identify the top 1% of the professional mutual fund
managers available, based on performance, consistency, portfolio volatility,
category ranking, asset allocation, expense ratios, management changes, and
performance vis-à-vis market indices and comparative benchmarks, to name just a
few. Through our asset management and monitoring service, we can offer no-load
mutual funds, tax free municipal bonds, closed end mutual funds, individual
equities and bonds, Exchange
Traded Funds, Commercial Paper, CD’s and Treasury Bonds.
Asset allocation,
portfolio management, and ongoing review of your stock portfolio are part of
the investment management services we provide. In creating our Integral Asset
Management proposal for you, we develop a personalized Investment Policy
Summary that outlines your investment profile, objectives, and proposed
portfolio. |