We start by taking a holistic view your life and long-term objectives. We bring together financial planning, traditional asset management and alternative investments to develop an investment policy and actionable plan. Our goal is to grow and protect your assets -- today and into the future. Components of our wealth management services are listed below.
We take a focused financial planning approach to understand your individual and family goals for your current cash flow, future retirement growth requirements and succession planning. We emphasize the use of liquid, cost efficient and transparent solutions based on an investment selection process. We avoid high fee/low value investment products, which potentially mitigate your growth and income potential. We also avoid illiquid investments that impede your ability to access cash or to access cash without penalty. This is important, especially when you need rapidly respond to life's opportunities and emergencies.
The needs of clients in this segment are extraordinarily diverse. Proper management of short-term cash and credit needs, stock-options, retirement planning, 401k and other services bring together all of our firm's capabilities and resources to develop dynamic and integrated solutions. We work closely with you, your family, your business partners and employees to develop a long-term strategy for growth and sustainability. We are active in the business community and are proud to be part of your success.
Custodian, Coverdell and 529 Education Savings accounts to maximize potential growth and spending flexibility for your child's future education. We work to develop a cost effective, tax beneficial, growth plan that provides a future that can adapt to your child's education, development and future life.
Our team has extensive experience working with organizations in the US and globally. We take a consultative approach in working with organizations and their constituents to develop investment policy, implementation of technology tools and resources, selection of custodian banks, legal and tax structures, investment manager research and due diligence, portfolio management, market analysis, risk management and portfolio optimization. The process starts with learning about the organization's short, medium and long-term goals.
This information, products and services described here are intended only for clients and individuals residing in states where this Financial Advisor is properly registered and permitted to conduct business..
Emergent Global Investments (EGI) reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Emergent Global Investments will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Emergent Global Investments does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: www.emergentgi.com/privacypolicy. Any profiles and associated content are for U.S. residents only.
Emergent Global Investments, LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of EGI.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst®SM (with graph element)®, and Certified Investment Management Analyst®SM .
*Financial Advisors are owners, principals, employees and/or independent contractors of Emergent Global Investments, LLC, a Registered Investment Advisory Firm, registered with and incorporated in the State of Florida, United States of America.
* Emergent Global Investments, LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Emergent Global Investments, LLC is a Registered Investment Advisor, and not a brokerage, custodian or bank. Where appropriate, Emergent Global Investments LLC has entered into arrangements with brokerage firms, banks and other third parties to assist in offering certain brokerage, custodial and/or banking related products and services. As a Registered Investment Advisor, EGI received no commission based compensation for brokerage, custodial and/or banking related products and services offered by third-parties.
With the exception of CD investment portfolios, all other investment products offered through Emergent Global Investments, LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Emergent Global Investments, LLC may refer additional products and services, through agreements and/or in conjunction with licensed partners and/or affiliates who would be responsible for making recommendations and advising client on the specific product or service. Such relationships will be fully disclosed to clients and prospective clients.
Not all products and services are available to clients outside of the United States.