... In Our Process
A good investment advisor is not only a securities expert but also a people expert and, most importantly, an expert in translating a client's investment needs into a suitable portfolio.
At Gary Bean Securities Ltd. we take great pride in setting up and implementing unique portfolios that meet the specific needs of our clients. We do not use a typical cookie-cutter approach attempting to fit our clients into pre-determined best-fit portfolios. Instead we believe in our dynamic process whereby we create a working alliance with our clients, attempting to find one unique combination of securities that fits both the needs and constraints of the individual. This is no easy task and as such we follow a disciplined process to ensure that no detail has been over looked.
... In Our People
Everyone at Gary Bean Securities has a passion for what they do. It clearly shows in the service we strive to provide to our clients. We periodically distribute Customer Service Surveys to ensure our clients concerns are addressed and to gauge the service we are providing on both administrative and investment management levels. If there is one thing our firm can guarantee, it's that each and every day our entire team will work tirelessly to provide you with the most timely, accurate and profitable service possible.
... In Our Discipline
What you can expect from Gary Bean Securities is an evaluation of both the risk characteristics and return potential of any security that you are investing in. Whether investing in low risk bonds, speculative common shares or somewhere in between getting the most out of your investments in terms of return given the amount of risk you are taking is of utmost importance. Within each asset class our Investment Advisors apply a disciplined approach to investment selection. Random idea implementation is not an attribute of this asset management firm. Tried and true strategies like our mutual fund model portfolios and CPMS common share selection system are implemented daily to ensure our client portfolios hold securities with first-class risk vs. return characteristics.