An investment consulting firm with a proven track record.
Few investment counsellors offer financial counseling and investment management under the same roof, but at Global Point Investment we do both. An integrated financial and investment plan means an asset allocation tailored to your circumstances and attitude toward risk. Planning helps identify how much you need to save, how much you can afford to spend and when you can retire.
The proof is in the pudding!
Investment management + financial counselling: an integrated approach
From the initial client discovery stage, through the financial counselling exercise, to the implementation of the investment strategy – and beyond – Global Point Investment is with you every step of the way.
We structure client portfolios to do three things: produce superior investment returns over the long term, preserve capital in down markets, and dampen the distracting ups and downs in volatile times.
Global Point financial counselling services assist clients with tax efficiency, estate planning and investment structuring. These services are intelligently integrated into the investment management process.
Global Point is truly independent. We receive no commissions or other incentives to promote particular ‘products’. You will benefit from counsel that is based solely on objective analysis, industry experience.
Our team helps you grow your portfolio
Estate planning involves the accumulation, preservation and eventual distribution of an individual’s wealth. The main purposes of Estate planning are preserving the integrity of your portfolio in the event that you become disabled or mentally incapacitated.
For many entrepreneurs, the long hours and sacrifices over the years have paid off resulting in a financial asset that provides and income and financial security. The picture dims, however, when the subject turns to their plans for business succession. The majority of all entrepreneurs do not have a viable estate succession plan.
The planning is a basic building block of any successful financial plan. Without it, despite significant returns gained on investments over your lifetime, your financial and personal goals can be delayed or even denied. Thus, individuals must carefully assess investments with respect to their own tax position.
We have helped Tech companies for the next stage
Since Cvid-19, we have seen a great demand from employers to have their employees working from home, we have guided our tech companies to prepare for the future.
Our proven process for growing your sales
We know how to make you & your business successful
We understand that most individuals cannot easily replace their wealth. The same is true for most foundations and endowments. Our approach is designed to protect your life savings or charitable funds while building the real value of your portfolio over time. Our experience shows that a common sense, well-planned approach works best. It has taken a lifetime – or more – to build your wealth; you shouldn’t have to spend another one worrying about it.
Backed by top tier investors
