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Investment Philosophy
Providing Everything You Need
Why You Should Consider Us
“True Investing, True to The Source”
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GIA offers five actively managed model portfolios and various SMA strategies for your clients. Institutional Portfolio Managers streamline the investment management models, unifying financial advisors and their clients. Such choices enhance opportunity for performance, yet “simplify” your practice.
Asset Allocation Mix
Asset Class | Conservative | Moderate Conservative | Moderate | Moderate Aggressive | Aggressive |
|---|---|---|---|---|---|
Equities | 5% - 35% | 20% - 50% | 35% - 65% | 50% - 80% | 65% - 95% |
Fixed Income | 65% - 90% | 50% - 75% | 35% - 60% | 20% - 45% | 5% - 30% |
Alteratives | 0% - 5% | 0% - 5% | 0% - 5% | 0% - 5% | 0% - 5% |
Cash | 0% - 5% | 0% - 5% | 0% - 5% | 0% - 5% | 0% - 5% |
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