A relationship with GIRA will provide comfort in dealing with today’s financial challenges and confidence that someone with integrity and honesty is on your side to achieve your financial goals. Wealth Management is an ongoing process and GIRA will keep you on your path, asking the right questions, keeping you informed, providing specific advise and recommendations.
Except for the Initial Planning and Implementation as well as Periodic Review Meetings, you will dictate the degree of your involvement. Our investment management services will be designed to meet your objectives, either on a fully discretionary basis, or by way of recommendations implemented with your financial institution. Any invested asset will always be under your own control, as our involvement is governed
by a Limiited Power of Attorney, allowing the execution of trades, but not the transfer of money or any other asset.
We strongly advise our clients to NEVER write a check or tranfer funds to purchase an investment directly to an individual advisor.
For those clients who like to be active at the steering wheel i.e. laptop computer to implement and monitor investments, we will watch over their shoulders, adding value with our recommendations and in sharing our experience. A relationship with GIRA will allow you, the client, to feel comfortable with all aspects of your financial affairs, keeping as much control as you wish, or delegating administration and management to GIRA as your Wealth Manager.
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