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Asset Management

GLOBAL STRATEGIES, INSIGHT-DRIVEN TRANSFORMATION

Our investment philosophy begins with a top-down global macroeconomic trend analysis.

As the global investment landscape evolves, it is imperative to adapt to the everchanging investment environment.

We identify, screen, analyze, chart and assess potential investment opportunities and risks for our clients. Our process is conducted within the context of understanding geopolitical, governance, environmental, regulatory, and social risk — all of which play an ever-greater role in investment decisions.

Mitigating and managing downside risk is the cornerstone of our investment philosophy. Our plan-led advice focuses on assigning a risk score to determine the investments that are right for you.

This individualized risk allocation budget guides our portfolio construction and asset allocation framework recommendations throughout our relationship, and will be adjusted as investment conditions change or as our client’s needs change.

In 2017, AWM Global Advisors was ranked by Advisory HQ as one of the top 10 Wealth Advisors in San Diego. AdvisoryHQ considered at a wide range of factors in the selection process including fiduciary duty, independence, transparency, level of customized service and years of experience amongst others. Details of the selection process can be found in the link below. Firms do not pay a fee to be selected nor are they advised that they are under consideration until after the selection is made. No employees or clients were interviewed during the selection process. Third-party recognition from rating services are no guarantee of future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance. Methodology for Ranking Top Advisors in the U.S and U.K.