Our Services

We offer two investment management options, based on portfolio size.
Portfolios from $50,000 - $499,000 and Portfolios $500,000 and over

 

Portfolios $50,000 - $499,000

  • Individually managed portfolios tailored to individual client risk/return objectives
  • Web-based, monthly reporting for each client, on their own secure web page. Includes our “Monthly Missive” focused on informing clients about our strategy decisions, market conditions and how they impact portfolios.
  • Clients can transfer existing investments when they become GMI clients.
  • Email/personal communication with the GMI team of senior investment analysts.
  • Tactical asset allocation and active portfolio management.
  • End of year tax reports.
  • Scrip (investment titles) held in Nominee Company allowing substantial savings on brokerage and access to wholesale or funds with minimum investment requirements.
  • Annual client seminars held in the main centres
  • A sliding scale of fees.


Portfolios $500,000 and over

Investors with portfolios over $500,000 can also expect:

  • Prior notice of our investment intentions so clients can interact/influence/veto our monthly portfolio management decisions (within a 48-hour window).
  • Ability for clients to specify securities wanted within the portfolio in specific amounts (normally this is possible only within limits).
  • A once-per-year review and update of the client‘s investment mandate, initiated by the client care team.
  • Greater access to the time of the investment strategy team.
  • Proportionately lower fees.