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.