Are you interested in having us manage your ETF portfolio? In addition to providing daily news and information on ETFtrends.com, we also manage ETF portfolios for individual investors at Global Trends Investments.
After experiencing a challenging market this past year, you have probably been thinking about your investments a lot.
At Global Trends Investments, we recognize that making money and protecting your assets in today’s stock market requires a different approach. Buying and holding investments for the long-term no longer works.
When managing your ETF portfolio we:
- Work closely with you to assess your financial goals and discuss how we can help reach those goals;
- Implement a disciplined investment strategy and monitor your investments daily;
- Provide quarterly performance reporting and year-end reporting for tax filing;
- Offer an open-door policy. We meet with clients over the phone, via email, in our office, or across the country.
Visit our website, which includes our performance, and have a look around. If you are interested in having us manage your ETF portfolio for you, go to our Becoming a Client page to get acquainted with the steps and to fill out a simple questionnaire about you, your goals and your risk profile.
The next step would be for you and Tom to speak personally.