Entrusting your portfolio to
Globevest Capital Inc. means enjoying major savings. Our management
fees are two to three times lower than most mutual funds and less than
those levied by major banks. Our fees include the management of your
portfolio, an annual analysis of your financial goals, and an ongoing
information service.
Thorough, continuous monitoring
of your investments
Your portfolio is continuously monitored to maintain a proper
asset class balance. You can therefore be sure that no one company or
industry will be over-represented in your portfolio.
A truly personalised service
You can contact our managers at any time should you have any questions
or comments. They are entirely at your service and can even meet you at
your home.
No conflicts of interest
Our managers' salaries come strictly from management fees and are based
on assets, not transactions. Since we receive no commission from anyone
whatsoever (mutual funds; brokers, etc.), you can rest assured that
every securities transaction is made with your best interests at heart.
Tax optimisation
Our managers consider the specifics of your situation to minimise tax
consequences. Whether you're single or married, an employee or a
company owner, there are many ways to lower your tax burden with
private management.