Globevest Capital
Globevest Capital is an asset management firm established in Montreal in 2002, specializing in portfolio personalization and rigorous risk management. The company focuses on developing tailored mandates that align with clients' risk tolerance while striving to maximize investment returns.
As a discretionary portfolio manager, Globevest Capital makes investment decisions in accordance with established investment policies, while the actual management of client portfolios is conducted without fiduciary responsibility. The firm ensures systematic monitoring of asset class distribution and sector allocation, with CIBC Mellon serving as the trustee for clients' assets.
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