OUR INEVESTMENT PROCESS: Our investment process is thorough, disciplined and time-tested. It involves a five step approach: Step 1: Initial Meeting - Since chemistry is instrumental for an effective relationship, this is one of the most important steps for our clients because it provides us an opportunity to know our clients and it also allows our clients to understand Global One Capital's investment style and process. Step 2: Information/Data Gathering Meeting - This meeting allows us to understand the clients' specific goals and needs. We will also thoroughly review your appetite for risks, time horizon, tax strategies, income requirements and any other unique situations you are in now or you anticipate in the near future. Step 3: Create a formal Investment Policy Document - After all the relevant information is assembled, together we will create an investment policy document which will serve as the guide for all investment decisions. The investment policy document can be amended anytime based on the changing needs of the client. Step 4: Management of the Portfolio - Once an investment policy is established and approved by the client, all decisions for the structure of the portfolio will be guided by the principles set forth in the investment policy document. Step 5: Regular Reviews & Monitoring of Portfolios - In order to maintain the highest standards of service, the firm schedules periodic portfolio reviews with the client to ensure that the client understands the strategies and assets held in their portfolios. Clients may choose to have quarterly, semi-annually or annual portfolio reviews.
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