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|Global Investment Solutions
208 Wyecroft Road, Suite 201A
Oakville, ON, Canada, L6K 3T8
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PORTFOLIO TUNE UP?
We provide full-service investment manager research, selection and monitoring.
Give us a call today to arrange an appointment for more information.
Global Data for Our Clients
We research, compare, contrast and evaluate investment manager performance data from our partner
Global Manager Research whose strategic affiliation with Wilshire Compass enhances our world-wide
Beyond the Numbers
We also go beyond the numbers by undertaking comprehensive RFP process, which include on-site
visits to manager offices to assess policies, procedures, processes, performance and most importantly,
Interpretation is based on years of extensive experience in the investment management industry. This
alchemy mix provides us the insight needed to help you structure programs for your clients.
Confidential, yet Transparent
One of our key differentiators is our commitment to full transparency. We provide you with full access to
the same database we use to perform searches, reviews and monitoring. This way you can monitor and
assess our recommendations independently - in a fully transparent fashion - against the universe of
managers, to whatever degree of detail you desire.