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Tucson, AZ – February 1, 2018 – Global Investment Strategies (http://glistrategies.com) of Tucson AZ has assembled a team of financial engineers with a rich diversity of experiences and backgrounds to help its clients understand the best options for investing their accumulated wealth for preservation and purposeful growth.
The GIS team includes individuals who are rich with investment strategy expertise, insurance expertise, entrepreneurial expertise, and financial and accounting expertise. This blend of multiple layers of expertise matches the expectations of sophisticated clients and offers an edge of protection in a challenging investment environment.
The driving force behind this unique approach to assembling talent, Doug McClure, CEO of Global Investment Strategies, said: “One of our concerns in helping our relationships protect the wealth they’ve worked their lives to accumulate is making sure that the answers we bring to the table are the best solutions available. Our clients are our friends, our families, and their friends and families. There is no more than one degree of separation between the members of the entire GIS family.”
Doug added: “With these types of relationships we have no room for error. To avoid those errors we’ve brought together a team of experts with a diverse and proven experience in finance and business. They are also friends. I trust my team with my money. I trust my team with our friends’ and our clients’ money. In other words, our clients can trust we will financially engineer any solution they need for each and every one of their unique situations.”
The team includes Mike Baratta, the owner of multiple manufacturing, financial services and insurances ventures; Jay Clifford, a successful entrepreneur who understands how to build and protect a business enterprise, and the personal wealth derived from that enterprise; Ken Cook, an entrepreneur who built and sold two business services organizations and worked directly with Inc. Magazine and Inc. 500 companies. Last but not least, Kevin Marshall, a CPA and former owner of two entrepreneurial ventures.
What makes the team unique is the lack of preconceptions regarding its assembly. Doug sought out trusted talent that could operate at the highest levels in today’s complex investment arena. The talents the GIS team brings to each client’s situation accounts for all of the variables and permutations GIS clients face when seeking to protect and grow their businesses and estates. GIS clients trust the relationships and the solutions.
About the company:
Global Investment Strategies is a boutique advisory firm located in Tucson, AZ. GIS serves high net worth clients throughout the world. The mission of GIS is to honor the depth of the relationships and trust they have with clients. GIS solutions solve complex estate and business situations with innovative life insurance, financing, and advisory services.
Release ID: 296310