Investment Management:

Our loyalty is to you, and not to a specific product

Global Advisor Group is an independent financial practice which gives us the flexibility to fully tailor to each individual client. Because each client is different, our services and products vary to fit each specific need. Our loyalty is to the client, and not to a product or sponsor. Because we work as a fiduciary, our obligation is to act in your best interest. We work with hundreds of investment managers and thousands of products on multiple platforms giving us options for everyone.

We offer advisory and commission services to suit every type of investor. Our office is supported by an internal investment committee including a CIMA and level 2 CFA Candidate. We also receive investment support and knowledge from the research team at LPL Financial, the largest independent broker dealer in the United States. Through these sources we are able to perform rigorous due diligence and ongoing monitoring of the products we recommend to our clients.

Risk Management is a key component to our investment philosophy

By first assessing our clients risk tolerance, we are then able to provide appropriate, diversified solutions. Depending on the needs of our client, we will look at various key factors of their financial situation, such as tax, insurance, estate planning and income needs. We develop solutions to fit the clients wants and needs without assuming additional, unwanted risk.

Diversification is a key component to our portfolio construction process.

We believe in a well-diversified portfolio built on a core and spoke model. To take advantage of changing market conditions throughout the investment cycle.

^{Asset allocation and diversification do not ensure a profit or protect against loss in declining markets.}