5C Global Management Core Principles

5C Global Management's investment principles are rooted in the belief that clients' trust in our stewardship be rewarded with enduring returns. Our core belief is that asset management begins and ends with the investment needs of our clients. Every portfolio we create is uniquely tailored to our clients' individual goals and we take pride in formulating long-term, rational investment strategies to reach their objectives.

Building A Solid Future:

The most valuable service we can provide as a firm is our ability to fulfill our clients' needs today and contribute to the legacy they wish to leave for future generations.

We focus solely on private, holistic wealth management including financial, estate and retirement planning as well as discretionary investment management and consulting. Our counsel is independent, objective and based on sound research and fundamental analysis. We advocate a well diversified portfolio structure, take a global view of opportunities and actively rebalance investments as changes in the economic environment require.

As relationship-driven investment managers, clients' needs determine the required return on capital and we carefully select asset classes that reflect those individual obligations and goals. Every investment decision is rigorously examined and portfolio holdings are chosen for their potential growth, valuation and long-term opportunity. The entire process is transparent and risk evaluated at every step.

The focus of our cumulative experience is to establish goals and implement strategies supporting current financial stability, the achievement of individual and family long-term financial growth, meeting future health care obligations and legacy planning to accommodate future generations.


5C Global Management staunchly maintains its independence and is not affiliated with any mutual fund family or similar investment pool; we are not required to commit client capital to any specific strategy or product. Therefore, we are free to choose from a broad array of money managers and asset classes to implement strategy, while limiting transaction expenses and management fees.


We listen attentively, share ideas clearly, operate transparently and maintain connectivity.


Key to a strong client-advisor relationship is the willingness to work together. We seek to collaborate with you and other professionals that comprise your advisory team, in order to ensure that your concerns are addressed as they arise and your strategy adapts to changes in circumstance warranting such adjustment.


The investment community is often plagued by extreme focus on fear and greed. Remaining clear-headed and objective by incorporating independent fundamental analysis enables us to provide a full spectrum of unbiased solutions. We plan for a range of potential scenarios; develop structured, flexible strategy and act timely.


Every client has a unique set of circumstances and goals. Our experience and common sense approach results in solutions that are customized for each client’s circumstance.


This cornerstone of our approach has a dual meaning. It refers to 5C’s access to and use of a wide community of tax experts, attorneys, business consultants, and other specialists to consolidate their expertise within your financial plan. We also seek to understand many of our clients’ special commitments to community through philanthropy and support of cultural and educational initiatives and institutions.

We embrace our fiduciary obligation to clients and invite you to discover how 5C Global Management is highly qualified to guide and advise you through this complex process.