Our people are our greatest asset – we say it often and with good reason. It is only with the determination and dedication of our people that we can serve our clients, generate the best experience for our patrons, and contribute to the broader public.
As registered investment advisers, we have a fiduciary responsibility towards our customers versus a broker; we are held to a suitability standard.
Registered Investment Advisors
It merely means that as registered investment advisors, we are held to a higher standard. We carefully monitor our client risk profile and investment objectives to provide advice and recommendations that are customized to meet each client’s investment needs. Our fees are negotiated in advance, and we do not get paid for the transactions in your account.*
When we buy or sell a security on your behalf, we will not be receiving a commission for the transaction since we have already agreed to handle your interest for a management fee. Any commissions paid to the broker executing the transaction will be entirely theirs not to be shared with us.*
We do not get paid for the transaction, but rather for the assets under management and advice, our interests are perfectly aligned.
Our Interest at Heart, You!
Once more, most brokers have their customer’s interest at heart. Yet, they are placed in an impossible position by many factors such as their firm’s production quotas, and their financial reality, to name just a few. Imagine you are investing money, and you want a broker’s recommendation.
The broker may have to choose between recommending a fixed income product that pays him or her 1.5% commission and an equity product that pays 5.5% commission. Some may be tempted to suggest a higher allocation to the product with higher compensation. The only legal requirement being that you can bear the financial risk or the “suitability standard.”
In our case, since the management fee has been negotiated in advance and we are not being compensated for the commission regardless of the allocation or product used, you can rest assured your interest and ours are the same. The only way for us to make more money off of your account is to increase its value.
Our portfolio manager has over 30 years in the Financial Services Business providing expert financial advice.
We do not push package products or a top down firm view. We collect research from many different sources, so our recommendations remain unbiased.
Our clients come first, everything else comes second. Our interest is aligned so the better our clients do the better we do.
We adhere to the highest level of professional standards and learn everyday about our craft and how we can do better.
With so many investment options its important to make sure you are dealing with a professional who is registered with the proper regulatory bodies.
As Fiduciaries we are held to a higher standard. We have the highest legal duty of one party to another and are bound ethically to act in your best interest.
At GlobalInvest FS, you’ll find passionate people from all walks of life working together to make the world a little better every day. Come work with us. Talented, intelligent and passionate people have made GlobalInvest FS the firm it is today. If you want to work with and learn from the best in the business, there’s no better place to start.
We provide expert financial advice to both individuals and businesses. With over 30 years of experience our portfolio manager will ensure that you're always getting the best guidance from the top people in the entire industry.
Disclaimer:
Past performance is no guarantee of future results
Services
Contact Info
2525 Ponce de Leon Blvd
Suite 300
Coral Gables, Florida 33134
(786) 536-4075
info@globalinvestfs.com
