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Global Investment Solutions
208 Wyecroft Road, Suite 201A
Oakville, ON, Canada, L6K 3T8

Phone: 905-842-4242
Email: info@global-i-s.com



NEED AN INVESTMENT
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.
 
Process
 
Discover
We devote extensive time to understand our Clients' values, vision. Consequently the programs will be
well suited to your client's needs.

Analyze
We analyze any existing investment performance - in conjunction with information obtained during discovery - in order to develop new strategies designed to achieve your client's goals.

Recommend
Our Recommendation Report comprises a transition plan, asset allocation strategy, profiles of recommended investment managers. Our Investment Policy and Guidelines Statement identifies appropriate performance benchmarks by investment mandate.

Implement
We address every spect of the process, from mandate definition, to contracting with individual
investment managers, to the transition plan for moving funds to the new investment program.

Monitor
We monitor all investment managers on a monthly basis and report back to you quarterly. We perform a
comprehensive review annually, including a full reassessment of purpose, objectives and strategy.



Call us at 1-905-842-4242 or email us at info@global-i-s.com to discuss how we can serve you.
 

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