GLOBEVEST CAPITAL is a Montreal-based private risk and portfolio management firm founded in 2002. Globevest Capital has built its approach around personalization of your portfolio and strict control of risk.
GLOBEVEST CAPITAL OFFERS FOUR FUNDS:
- The Balanced Fund
- The Alternative Growth Fund
- The Secured Put Writing Fund
- The Tactical Covered Options Fund
These funds can be purchased in various financial institutions.
Secure Operating System
Globevest Capital, as portfolio manager and under the discretionary management mandate granted by the client, is responsible for investment decisions in accordance with the investment policy that has been established with it. A systematic follow-up of the asset class and sector allocations is carried out.
Globevest Capital manages your portfolio, but the account custodian is a third party: National Bank Independent Network (NBIN). No safekeeping fees apply.
For clients whose assets are invested in a Globevest Capital Fund, CIBC Mellon is the custodian and is responsible for calculating the value of shares.