|
|
 |
 |
|
|
|
|
|
Investment Counselling Services
At GWLIM, we believe that building longstanding and trusting relationships with our clients enables us to provide superior service that delivers quality asset management, reporting, and governance. We pride ourselves in delivering timely and accurate information and responding to client needs is a top priority for all our staff.
Our team of investment counselling professionals, with an average of more than 20 years of experience in the pension and investment business provides clients with the knowledge and expertise to manage their assets in the most effective manner to meet their plan objectives.
We meet with clients, pension committees and other spheres of influence to develop an appropriate investment strategy that addresses the client’s investment risk tolerance.
GWLIM provides guidance and assistance in the development and review of client specific investment policy statements, focusing on client concerns with regard to asset mix, liquidity, income, volatility and governance. We monitor the markets and trends and make the necessary asset mix decisions between asset classes to fully maximize returns for the portfolio within the investment policy limits and ranges.
|
|
