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About Global Portfolio Dimensions, Inc. |
Global Portfolio Dimensions, Inc. provides independent, objective, fiduciary investment counsel and strives to help investors compound wealth more efficiently. We design portfolios for investors using an institutional investment style at an efficient cost. We don?t sell commission-based products, use wrap-fee programs, or make our clients pay for expensive outsourcing services.
Billions of dollars in fees are paid every year to investment managers pursuing ?alpha,? or increased returns over a passive benchmark through security selection and market timing. Studies show that active investment management adds little value in after-fee performance. The great majority of investor returns over time are attributable to movements of the market itself and asset class policy. Active management is a zero-sum game and usually results in uncompensated risk.
We seek higher expected returns as necessary by targeting risk factors, diversified sources of increased expected return and risk. For example, small cap and value stocks have higher expected returns and risk over the stock market as a whole. For fixed income, longer maturities and corporate bonds provide the ?term? and ?credit? risk premiums. We also include other asset classes like REITs and Emerging Markets that typically offer diversification benefits through lower correlations or dissimilar price movements. We target risk factors using low cost institutional class open-end funds and ETFs and charge lower fees commensurate with a ?beta? philosophy.
The degree to which we target these risk factors is based solely on client return and risk objectives and constraints which are documented in a written investment policy statement. |
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General Information |
| Years of Experience in Financial Services: |
18
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| Foreign Languages Serviced: |
N/A
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| Work Experience: |
Securites analyst, portfolio analyst, portfolio manager.
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| Name of Custodial Firm: |
Charles Schwab, Scottrade
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| Number of Years with Current Firm: |
1
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| Insurance License#: |
Series 65
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| Work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations
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| Name of Broker/Dealer: |
N/A
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| States Willing to do Business in: |
Any
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Education |
| Academic Background |
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| MBA Finance-Investments, CFA Charterholder |
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Services |
| Investment Types: |
Mutual Funds, Options & Futures, Bonds, Stocks, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
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| Can meet clients in the following ways: |
Your Office, Phone, Our Office, Your Home
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Chartered Financial Analyst (CFA), MBA
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| Securities Licenses: |
Series 65
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| Financial Organization Memberships: |
CFA Institute
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| Non-Financial Organization Memberships: |
VFW Life Member, BizWorld Foundation.
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Firm Information |
| Assets Managed by Firm: |
$2M
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| Assets Managed by Advisor: |
$2M
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| Advisor's Number of Clients: |
7
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| Firm's Number of Clients: |
7
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| Advisor's Number of Managed Clients: |
7
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| Firm's Number of Managed Clients: |
7
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Investment Advisor: |
Yes
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| Investment Advisor Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
| Fee % Based on Assets: |
0.40%
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| Additional Details on Charges: |
0.40% on first $1M, 0.25% $1-10M, 0.10% above $10M. Flat fee for investment plan and IPS will be quoted and is based on complexity of client issues.
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| Compensation Methods: |
Based on Assets, Flat Fee
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| Minimum Portfolio Size for New Managed Accounts: |
$100,000
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| Minimum Fee Charged for Managed Accounts: |
$2,000
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| Minimum Fee Charged for Flat Fee Accounts: |
$500
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Frequently Asked Questions |
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Do you have a customer satisfaction or refund policy? |
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While we don't usually bill in advance, we refund fees on a prorated basis to the end of the month in which either party terminates the relationship. |
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| Q. |
What is your approach to financial planning? |
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Asset-based fees and flat fees. We are a low-fee investment advisor charging fees that are less than half of the industry average. |
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| Q. |
What services do you offer? |
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We believe we can help you compound wealth more efficiently by focusing on risk factors rather than speculate on expensive active managers, individual stocks, and market timing. We help keep friction of taxes, commissions and other trading expenses, and advisor fees low. |
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What services do you provide? What are your specialties? |
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Fee-only investment counsel and asset management: beta research, portfolio models, investment planning, individualized investment policy statements, trading and rebalancing, portfolio administration, portfolio accounting and performance reporting. |
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What is your experience? How many clients do you currently manage? |
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President has 17-plus years of financial services experience as an investment analyst, portfolio manager, and consultant to investment advisors. We are an emerging firm with currently less than 10 clients. |
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What financial institution(s) do you represent? |
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None. We are an independent Registered Investment Advisor with the state of California. |
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