GatewayInvest Consulting works with Family Offices, Financial Advisors and Institutions to assist with the process of creating and articulating an investment philosophy and implementing this philosophy through their investment committee.
When providing financial advice in 2020 it is more important than ever to have a well thought out and documented investment philosophy, and a process which reflects this philosophy.
GatewayInvest Consulting can work with you to achieve this, and to educate and develop understanding within your team and for their clients. We understand that the focus must always be on the clients values and goals.
GatewayInvest also consults on strategic advice, and asset allocation decisions, and works closely with Farrelly’s Investment Strategy to achieve this.
GatewayInvest further provides coaching for Advisors, customised keynote presentations, speaking at conferences and investment seminars.