Glidepath Portfolio Services Inc.

Glidepath Portfolio Services Inc.

Investment Management Ca 8 employees
Employees
8
Contacts
1
Emails
1

Glidepath Portfolio Services Inc. Overview

Headquarters
Ca
Website
myglidepath.com
Industry
Investment Management
Employees
8
Founded
2015
Company Email
Available in AeroLeads
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About Glidepath Portfolio Services Inc.

Glidepath Portfolio Services (GPS) Live with Confidence At Glidepath Portfolio Services (GPS), we partner with independent financial planning consultants to provide professional portfolio management service for their clients. Together, we help investors achieve their investment goals with confidence through the combined care of their portfolio manager and financial planning consultant. We deliver custom, goals-based investment solutions by managing portfolios in close collaboration with independent financial planners. Our focus is helping clients achieve their spending goals while supporting financial professionals in delivering comprehensive service with the required investment management expertise and advice. What sets us apart: 1) Integrated partnerships between financial planners and portfolio managers, ensuring your investment strategy aligns with your financial plan. 2) Goals-based investment approach focused on your specific spending objectives. 3) Custom portfolio management service in separately managed accounts for clients with a minimum of $100,000 to invest. 4) Personal attention from both your GPS Portfolio Manager and Financial Planning Consultant. Our team brings together experts in financial planning, portfolio management, and technology to serve each client's needs. We provide independent financial planners with a platform to enhance their client offering through professional portfolio management expertise and tailored investment advice for each client. ... Where Professional Portfolio Management Meets Personal Financial Planning.

Glidepath Portfolio Services Inc. Contact Details

People in AeroLeads
3
With contact data
1
Email contacts
1
33.3% coverage

Glidepath Portfolio Services Inc. Org Chart

Sample employees and titles
Name Title Contact
Joel Klassen Cfp, Ba, Cpca Certified Financial Planning
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Greg Taylor Managing Director, Senior Vice
Email
Andrew Maclean Financial Advisor
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Employees by Management Level

Individual contributor 3 profiles
Executive 1 profile
Director 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 2 2 1
Sales 1 1 0

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