Carlos Gadala-Maria, CEO and PresidentThe investor had authorized multiple banks in Europe to manage his money, which was invested in various unmarketable assets. This made his portfolio a labyrinth of illiquid investments, structured notes, and complex financing arrangements that led to losses.
VectorGlobal WMG’s seasoned financial advisory team successfully simplified his portfolio, consolidating the accounts into one, and liquidating in the process the unmarketable securities within his investments. The newly designed portfolio matched his financial objectives and enabled his assets to be directed to liquid structures with earning potential, even during turbulent times.
This is one of the many success stories scripted by VectorGlobal WMG.
A U.S. securities broker-dealer registered with the Securities and Exchange Commission (SEC) and a Financial Industry Regulatory Authority (FINRA) member, VectorGlobal WMG, uses a global investment approach in each asset class. It supports clients by educating them about the right balance between time horizon, risk tolerance, and expected returns with every investment decision. This disciplined approach enables it to design investment strategies aligned with each investor’s goals.
“We are a reliable partner to clients, committed to building and maintaining diversified portfolios to assist them in their investment management and wealth administration, regardless of their risk parameter or risk category,” says Carlos Gadala-Maria, CEO and president.
Paving the Way for a Modern Investment Approach
In a volatile investment landscape caused by rising interest rates and inflation, investors need to relearn about fixedincome markets and rethink equity models. Many are looking for ways to invest in real estate and private equity, as well as insurance markets.
VectorGlobal WMG has broadened its scope of services from offering only financial intermediation to delivering comprehensive wealth management services, including financial planning, tax and estate planning, risk management, and advisory support.
“We are extremely selective regarding what we sell and focus on products with low commissions and high sharp ratios. We avoid products with excessive risk factors or volatility and strive to maintain an optimal securities strategy,” says Gadala-Maria.
VectorGlobal WMG is committed to providing clients with proven investment options by giving them access to money managers with proven experience and successful track records. Instead of using standardized or pre-set investment strategies, they help clients uncover ideal investment opportunities globally. VectorGlobal has strategically aligned with fund families recognized globally, providing clients with exposure to over 240 mutual funds and 275 separately managed accounts (SMA). This global access to mutual funds and money managers enables it to cover virtually every type of asset, industry, and geography that clients want to explore.
It has a presence throughout the Americas and Canada, with offices in 14 cities and 11 countries. Its extensive network and decades of experience in international markets allow it to develop tailored strategies for clients to achieve capital security and earn income.
We are a Reliable Partner to Clients, Committed to Building and Maintaining Diversified Portfolios to assist them in their Investment Management and Wealth Administration, Regardless of their Risk Parameter or Risk Category
Over the years, VectorGlobal has established a robust family office structure to assist individual investors and families. Based on the various mandates of clients, it customizes their portfolios and is committed to fulfilling their requirements with every collaboration.
Many clients who approach the firm are not looking to multiply their money. Instead, they want a decent and consistent return along with protection against inflation. This demand aligns well with VectorGlobal WMG’s foundational philosophy of capital preservation and investment returns commensurate with inflation.
For clients looking for low-risk strategies, it sets them up with investment-grade, short-term securities, or U.S. treasuries. It can also design unique stock portfolios for those who wish to be in the stock market and focus on defensive and high-dividend stocks.
A Cut Above the Rest
Earning VectorGlobal WMG a global reputation is its unwavering commitment to putting clients first, distinctive in an industry where most firms focus only on growth and products with higher commission rates.
It works closely with clients to understand their risk tolerance, needs, and objectives. To avoid conflicts of interest, it uses an open architecture and regularly checks and adjusts client portfolios to reallocate to the best managers and match current market conditions.
VectorGlobal WMG prides itself on establishing longstanding relationships with clients by taking a personalized approach to simplify the investment processes. Clients can be assured that the team will guide them in easily converting their investments into cash whenever required. Many clients have witnessed their portfolios grow and thrive under the guidance of the company.
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We understand that our Clients have Entrusted us with More than just their Money. They’ve Entrusted us with their Hard-Earned Capital, Their Hopes for the Future, And their Financial Security. We Take this Responsibility Seriously and Strive to Safeguard and Grow Their Capital with Every Investment
“One of the things I instill among my sales force and advisory team is to always put the clients first. If we put them first, growth, referrals, and reputation will follow. We don’t believe in a one-sizefits-all approach to investing, allowing us to devote our undivided attention and utmost care to every investment decision,” states Gadala-Maria. “Our sales force understands the nuances of the local markets where our clients reside along with the international markets we operate in. This allows us to provide personalized solutions and a higher level of support to them.”
VectorGlobal WMG’s fee structure is transparent, competitive, and self-imposed, with limits placed on charges for each asset class and security type. This has been well received by both regulators and clients.
“We understand that our clients have entrusted us with more than just their money. They’ve entrusted us with their hard-earned capital, their hopes for the future, and their financial security. We take this responsibility seriously and strive to safeguard and grow their capital with every investment. It’s not just a promise we make; it’s a commitment we keep, day in and day out,” states Gadala-Maria.
