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Portfolio ManagementThe GMS Group offers an all-inclusive-fee equity portfolio management program that provides access to leading institutional portfolio managers. The program is offered to you through your GMS Account Executive. Your GMS Account Executive will help you determine the most appropriate investment style and asset allocation based on your individual profile, preferences and financial objectives. In accordance with your investor profile your GMS Account Executive will review with you the investment philosophies and performance of suitable professional portfolio managers for your consideration. The GMS portfolio management program allows you to benefit from a program in which the management fee is all-inclusive and based on asset value not transactions or commissions. You will limit costs by knowing in advance the all-inclusive fee associated with the management of your account. Even though a leading professional portfolio manager will manage your equity portfolio your GMS Account Executive will continually keep a watchful eye on your account. |
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GMS institutional clients include:
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