How We Work

PRESENTING A WIDE RANGE OF ALTERNATIVES

Wealth is inherently a complex financial state. Our responsibility is to evaluate a range of responses for a specific issue and structure a solution that comports with your specific goals and objectives.

UNBIASED ADVISORY SERVICES

Objectivity is critical when recommending particular investments or planning strategy. Unlike many brokers and advisers, we are not bound to any specific company, funds, investment style or asset class. We utilize an array of quantitative and qualitative measures to vet potential investment options, seeking high quality, cost-controlled solutions across all asset classes. Our role can vary and extend to the role of CFO. We'll not only advise on portfolio management, but provide consultation on a multitude of financial transactions, from real estate, business investments to large transactions purchases.

FINANCIAL RESPONSIBILITY AND TRANSPARENCY

For the vast majority of our clients, we manage their assets on a discretionary basis. Therefore, we are entrusted to make specific investment, asset class allocation, rebalancing and transaction decisions on behalf of our clients. 5C Global Management, LLC fully disclose all costs and fees.

RESPONSIVENESS

We strive to provide timely, consistent service and accommodate your scheduling and communication requirements. Inquiry is met with swift response by an experienced professional prepared to discuss your particular issue.