G&O Financial recommends investments and investment managers in asset classes such as bonds, stocks, alternative investments and private investments.
Our bond strategy involves a combination of individual bonds and exchange traded funds(ETF). We manage the duration and risk of an investors bond allocation in a manner that meets their cash flow needs.
Our stock strategy involves a combination of individual stocks and exchange traded funds(ETF). We do not subscribe to the theory of "beating the market" with individual stock selection. Rather, we look to manage the investors exposure to markets/sectors/currencies that we find attractive.
G&O Financial has an approved group of hedge funds, hedge fund of funds and niche investment vehicles that can provide a non-correlated return to bonds and stocks, while improving the overall risk-adjusted returns of the portfolio. (for accredited or qualified investors only)
Investors can gain exposure to private investments in private equity, private debt and private real estate through a group of private equity funds, fund of funds or direct investments that G&O Financial recommends. We also assist our clients in the due diligence process of private investments they are considering. (for accredited or qualified investors only)