Equity Advisory Services
Our equity market advisory service enables us to serve our clients through the provision of professional stock market advisory services on a non-discretionary basis. It is intended for investors who seek to establish strategic goals and value through an ongoing advice with respect to certain investment strategies and asset classes, but who retain discretion over the trading activity in their accounts. Features include:
- Fee-based, non-discretionary investment advisory.
- Clients only pay for our advice, not transactions.
- Asset allocation based on Investment Objective and Risk Tolerance.
- Integrated monitoring technology.
Usually, GlobalView as the “Financial Advisor”, together with the client, assesses the investment objectives, risk tolerance, and other factors to help develop a customized Target Asset Allocation for the account. We also provide on-going advice necessary for the client to manage his or her investments over time.
One is right to think of our Advisory service as a “walking without dashing your foot” service. Hence, you definitely need a technical partner like GlobalView.
Contact a Financial Advisor now.