Our mission is to take a stand for all investors, to treat them fairly and to give them the best chance for investment success. We can help you make smart decisions by making sure you have the information and perspective you need. That's why, when you partner with us, you can help increase your chances of long-term success.

We execute on our mission by working with institutional investment professionals to develop investment solutions that meet client needs.

Investing intelligently to provide for your needs and help you reach your goals.

Building an investment plan and an optimal asset allocation strategy to meet your unique needs requires careful consideration and often, outside expertise. Our Financial Advisors are committed to helping you with this process, allowing you to spend more time on the activities you truly enjoy.

Our Financial Advisors take a holistic wealth management approach to carefully understanding your overall financial situation, unique needs and goals, and deliver an optimal investment solution to meet them. Our breadth of offerings, intellectual capital and investment expertise empower your GA Financial Advisor to partner with you to create a custom asset allocation and work with you to adapt your portfolio to the changing market environment and personal life events. Ultimately, allowing you more time to focus on what matters most.

In today's complex world of investing, many people turn to professionals. Their portfolios have reached a size where they want expert money management working for them.

We not only leverage our internal capabilities, but also look outside the firm to third-party partners including our partners; Investment Bank and Global Asset Management, finding the appropriate solutions to address your needs.

Our Investment Philosophy

We manage a wide range of strategies based on a plurality of beliefs and multiple investment approaches. For each strategy, we conduct focused research, leading to a diverse array of robust investment solutions. We are proud to work with a diversified range of clients and our investment approaches are built to meet their specific requirements. Our partners’ global investment team shares a collective conscience that guides our day-to-day approach and drives our future development.

Our investment philosophy is underpinned by four strong values: excellence in research, collaboration, accountability, and innovation.

Research is at the heart of every investment belief we develop at GA Advisors. Our pursuit of excellence in research is grounded in the belief that the ideas we choose to explore, and ultimately harbor, are based on a sound theoretical basis supported by strong empirical evidence.

Through Collaboration and our team structure, we not only encourage diversity of ideas but also create a powerful governance process within our organisation. We emphasize internal challenge to vet ideas thoroughly but also to recognize and exploit complementary skill sets between research and portfolio management.

To achieve a degree of Accountability, we must be pragmatic and act with integrity. While theory is a strong starting point for any process, we test our ideas empirically in order to address uncertainty, always in the best interests of clients. Our role as a fiduciary means that clients always come first.

Finally, we believe that Innovation does not imply indiscriminate creativity, rather it’s about our clients and how we can use our capabilities in a way that delivers a better outcome for them. We believe that scepticism is essential in an industry with a long history of making overconfident claims and it guards against group-think and fads. Harnessed effectively, it can actually spur more rapid innovation.

Guided by GA’s core values, we continue to build distinctive, research-driven strategies that challenge established thinking and improve client outcomes.

For more insights on investing intelligently, connect with Our Advisor.

During a period of economic uncertainty and increased market volatility, building a well-diversified portfolio is increasingly important in helping you properly manage risk and reach your long-term goals.  Traditional investments are a critical element of this strategy. By partnering with your GA's Advisor, you have access to a comprehensive offering of traditional investments, including:

Equities — An essential component of a balanced portfolio for long-term investors seeking growth and diversification

Municipal bonds — For investors in higher income brackets who want to benefit from tax-advantaged income, relative safety and increased predictability

Mutual funds* ** — Offer diversification across asset classes, geographic regions and investing styles

Options — For investors who want to express specific directions on the sale or purchase of a security in order to hedge or generate income in an equity portfolio

Taxable fixed income — May help offset volatility of other asset classes, giving investors more predictable interest income and repayment of principal. These investments include agency securities, CDs, corporate bonds, mortgage-backed securities, preferred securities and Treasury securities

Unit investment trusts (UITs) — With access to a diversified range of fixed portfolio securities offered in “unit” increments, UITs are an easily redeemable source of potential long-term growth or stable income

Before engaging in the purchase or sale of any of the traditional investments available, please connect with your Financial Advisor so that he or she may explain the specific risks associated with each of these investments.

For more information on how to use traditional investments for capital appreciation, income generation, risk diversification or tax minimization, connect with your Financial Advisor or find a GA's Advisor.