Investing your retirement portfolio in 5 mutual
funds and checking your performance once a
year is not what portfolio management is all
about. At Global quest inco, your
portfolio is continuously monitored to ensure that:
Your required performance is achieved while exposing your portfolio to a minimum of risk.
Only top-performing No-Load mutual funds are used.
Your portfolio is rebalanced on an ongoing basis to take advantage of changes in the economy, in the stock market fundamentals, and in the relative performance of mutual funds.
Today, mutual fund managers are coming and going, fund performance varies wildly from year to year, and market leadership goes back and forth between large-cap and small-cap, growth and value, and foreign and domestic. Investors are concerned about sky-high stock market valuations, interest rates, Federal Reserve policy, the next quarter's earnings reports, etc. It is more important than ever to keep a close eye on your portfolio — or have someone do it for you.
Our values define who we are and what we do
Stemming directly from our vision and character
We have the fortitude to see them through
We genuinely care about our Customers.