It pays to be cautious when you select an advisor who will impact your financial future.
We believe this is one of the most important financial decisions you will ever make.
We want to make your visit to the GlidePath website an easy, comfortable experience. How do we do that?
- We don’t make you ask the right questions
- We don’t withhold important information
- We provide differentiating characteristics
- We volunteer information so you have the facts
This page describes ten GlidePath features that benefit you.
1. Financial Fiduciaries
GlidePath is owned by a Registered Investment Advisory firm. This makes us fiduciaries who are required to put your financial interests first. A fiduciary is a firm that holds a position of trust. This is the highest ethical standard in the financial service industry.
2. Patented Investment Process (U.S. Patent Number: 8352349)
Our rare patented investment process automatically reduces your risk exposure as your tolerance for risk declines with age and circumstances.
3. Nobel Prize Winning Financial Theory
Our investment principles are based on the remarkable research and financial science of two Nobel Prize Winners: Dr. Harry Markowitz, PhD (Efficient Market Hypothesis) and Dr. William Sharpe, PhD (Capital Asset Pricing Model).
4. Institutional-Quality Investment Services
Our services are sophisticated enough to be used by institutional investors (pension plans). We use our patented glide path service, Nobel prize winning theory, proprietary technology, target date portfolios, and Exchange Traded Funds to manage your assets.
5. Low Expenses
We provide a comprehensive package of financial planning, advisory, and money management services for one, all-inclusive fee that declines over time as your assets increase in value. There are no commissions, transaction charges, or additional layers of fees.
6. Retirement Asset Specialists
We provide comprehensive wealth management services for assets that are being accumulated and preserved for multiple purposes (retirement, financial security, college). We specialize in the management of assets that are being accumulated or preserved for retirement – outside qualified plans (401ks).
7. Separate Account Management
We do not invest in mutual funds that pool your assets with other investors. You have your own unique portfolio that is tailored to your specific requirements (goals, investment horizon, circumstances, risk tolerance).
8. Risk Zone Management
We provide a tailored risk zone management service that reduces your investment risk during transition years – for example, your transition from working years to retirement years.
9. Global Portfolio Management
Diversification is your best strategy for minimizing your risk of large financial losses. That is why we use a global investment strategy and multiple asset classes when we manage your assets.
10. Dedicated Financial Advisor
Each GlidePath client has a dedicated financial advisor. The advisor is responsible for planning and keeping you informed about your investments, performance, and our outlook for the future.