Implementation

Good Ideas Designed with your interest in mind

Global Point Investment Consultants portfolios for both private clients (families and individuals) as well as foundations and endowments who are able to invest $1 million in our pooled funds or $2 million in our segregated portfolios. The benefits our clients receive are immeasurable – our high-quality investment approach and our financial counselling expertise combines with a high-touch service model to deliver expert, trusted financial advice at every stage in their lives. Our reward is knowing we’ve given clients the peace of mind to sleep at night, and the freedom to focus on what matters to them most.

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.

While it applies to everyone, this process is tailored to the specific needs of each client. Some arrive in our office with a clear understanding of their investment objectives, while others use our financial counselling services to assist them in their goal-setting. In each case, open communication and regular review are critical to long-term success – success that is demonstrated by our extremely high client retention rate.