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Global Wealth Builders Ltd.
Types of Accounts Managed
- Private Individual / Investor
- Family Office
- Institutional Investor - Pension Plan
- Institutional Investor - Non-Profit
- Institutional Investor - First Nations
- Institutional Investor - Other
Provinces of Business
- British Columbia
* indicates a physical location in this province
A Better Way to Invest
Whether you are an individual, corporation, pension fund, or institution, we believe you will agree that our investment process presents the best opportunity for you to achieve your investment objectives.
Our investment process is profoundly superior to the ”old wall” methods practiced by other wealth managers. We actively manage the asset mix to position our portfolios in the best-performing assets through the business cycle.
Too often a mistake or failure to adjust the asset mix turns an investment into a ”long-term” opportunity. You can avoid this experience.
There are 2 factors that are primary contributors to gains and losses in a portfolio. These are the rate of GDP growth and INFLATION. Back-testing has identified which assets perform best and worst when GDP and Inflation are accelerating or decelerating. The rate of change of each phase is divided into 4 quadrants.
Among others, we subscribe to the research of Hedeye risk management (www.hedgeye.com) to determine which Quadrant is in play.
The table below illustrates how the asset mix is adjusted, according to the rate of growth of Inflation and GDP:
The above is a quick overview of how we construct a portfolio, but it doesn’t stop there. Each individual investment is selected by fundamental analysis and IMPORTANTLY its profile in the market. A sophisticated mathematical formula enables a daily calculation of a ”Risk Range” to guide entry and exit points.
Please email, call us or visit www.gwealth.ca or more information.