FAQs

faqs

Most Popular Questions

We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.

What is investment consulting?

Investment consulting is a service that helps clients manage and grow their investment portfolios. Investment consultants provide expertise and guidance on a range of investment strategies, including wealth management, risk management, alternative investments, and more.

What types of clients does McGibbs Investment Consultants work with?

We work with a wide range of clients, including individuals, families, and businesses of all sizes. We believe that every client is unique, and we are committed to providing personalized service that is tailored to the individual needs and preferences of each of our clients.

How does McGibbs Investment Consultants differ from other investment consulting firms?

We believe that what sets us apart is our deep commitment to building long-term relationships with our clients. We are dedicated to providing personalized service and open communication to ensure that clients always have a clear understanding of their investments and financial goals. We also believe in a proactive approach to risk management, helping clients navigate the complex and ever-changing investment landscape.

How do I get started with McGibbs Investment Consultants?

The first step is to contact us to schedule an initial consultation. During this consultation, we will discuss your financial objectives and goals, and we will provide guidance on the best investment strategies to help you achieve those goals.

How often should I review my investment portfolio?

We recommend reviewing your investment portfolio on a regular basis, typically at least annually or whenever there are significant changes in your financial situation or investment goals. Our team of advisors can provide guidance on the best review schedule based on your individual needs.

How does McGibbs Investment Consultants handle risk management?

We believe that proactive risk management is essential to achieving long-term investment success. Our team of advisors works closely with clients to identify potential risks and opportunities, and we take a proactive approach to help them navigate market volatility and other risks. We may recommend a range of risk management strategies, including diversification and asset allocation.

What types of alternative investments does McGibbs Investment Consultants recommend?

We take a customized approach to investment consulting, tailoring our recommendations to the individual needs and preferences of each client. Our investment strategies may include a range of alternative investments, including private equity, hedge funds, and real estate investment trusts (REITs).

What types of investment strategies does McGibbs Investment Consultants recommend?

We take a customized approach to investment consulting, tailoring our recommendations to the individual needs and preferences of each client. Our investment strategies may include a range of options, including equities, fixed income, real estate, and alternative investments.

What fees does McGibbs Investment Consultants charge for its services?

We believe in transparency when it comes to fees, and we will provide a clear explanation of our fee structure during the initial consultation. Our fees are based on a percentage of assets under management, and we strive to keep our fees competitive and reasonable.

How often will I receive updates on my investments?

We believe in open and frequent communication with our clients, and we provide regular updates on investment performance and portfolio allocation. We also encourage clients to contact us at any time with questions or concerns.

How long does a business consulting project last?

In healthy companies, changing directions or launching new projects means combining underlying strengths and capacities with new energy and support.

How does McGibbs Investment Consultants ensure that my investments are aligned with my values?

We believe that it is important for our clients' investments to reflect their values and preferences. Our team of advisors can provide guidance on the best strategies for aligning your investments with your values, including socially responsible investing (SRI) and impact investing.

How does McGibbs Investment Consultants stay up-to-date on the latest investment trends and strategies?

Our team of advisors stays up-to-date on the latest investment trends and strategies through ongoing research and education. We attend industry conferences and seminars, read the latest research and publications, and collaborate with other industry experts to ensure that we are providing our clients with the most up-to-date and effective investment strategies.

How does McGibbs Investment Consultants measure investment performance?

We use a range of metrics to measure investment performance, including benchmarks that are tailored to the individual needs and preferences of each client. We provide regular updates on investment performance and portfolio allocation, and we work closely with clients to ensure that their investments are performing as expected.

At McGibbs Investment Consultants, we are committed to providing exceptional investment consulting services and addressing any questions or concerns our clients may have. Contact us today to learn more about how our investment consulting services can help you achieve your long-term financial objectives.

Looking for a First-Class Finance Firm?

We welcome and celebrate different perspectives to help our firm, our clients and our people.

get in touch

flexible pricing plans

Choose The Best Plan

In healthy companies, changing directions or launching new projects means combining underlying strengths and capacities with new.

Billed Monthly Billed Yearly