INDIVIDUAL ACCOUNTS
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Whether you're just starting out or are already a high net worth investor, GSI can ensure a portfolio designed to meet your specific investment objectives.
We don't just "Know" our clients. We work with them to instinctively understand what they need. An in-depth analysis of your current portfolio alongside a look at both your short and long-term investment objectives will ensure a portfolio designed to perform optimally. For individual investors looking to invest in specific individual stocks, bonds and other instruments like T-bills, we can provide actively managed segregated accounts. For those interested in taking an ETF Plus approach, we offer Foundation Managed "Plus" Portfolios. These portfolios are comprised of market and sector exposures through the careful hand-picked selection of ETFs. We offer the ability to participate in potential upside through exposure to select opportunistic themes, again, through carefully chosen ETFs. Of course, our five carefully constructed ETF "Plus" Mutual Funds also offer investors the ability to participate in market beating returns, Based on individual risk tolerance and timelines, investors can select one of five different funds. |
For individual investors looking to invest in specific individual stocks, bonds and other instruments like t-bills, we can provide actively managed segregated accounts. |