Our Services
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We Offer Great
Number of Finance Services
Investment Management
At McGibbs Investment Consultants, we believe that effective investment management is the key to achieving long-term financial success. Our investment management services are designed to help clients build wealth
Alternative Investments
we understand that alternative investments, such as private equity, hedge funds, and real estate, can offer unique investment opportunities that traditional investments may not. We provide guidance on alternative investment options
Investment Consulting
we provide expert investment consulting services to help individuals, families, and businesses achieve their financial goals. Our experienced team takes a comprehensive approach to financial management.
Risk Management
We understand the importance of managing risk in our clients' investment portfolios. We help clients identify the risks that could impact their portfolios, and we develop strategies to minimize their impact. We use a disciplined investment process, focusing on asset allocation diversification, and other techniques to help clients achieve their goals.
Philanthropic Planning
We believe in the power of philanthropy to make a positive impact in our communities and the world. We assist clients in developing philanthropic giving plans that align with their values and maximize the impact of their charitable donations. Our experienced advisors provide guidance on effective giving strategies.
Trust and Estate Services
We understand that estate planning can be a complex and challenging process. We provide guidance on trust and estate planning, helping clients develop customized plans to transfer wealth to their heirs and minimize estate taxes. Our experienced advisors work closely with clients to understand their unique needs and preferences.
Deal Brokering
We provide deal brokering services to help clients navigate the process of buying or selling a business. Our experienced deal brokers offer a range of services, including business valuation, due diligence, financing, negotiation etc. We work closely with clients to understand their unique needs and objectives, providing advice and support to help them achieve their goals.
testimonials
What People Say About Us
"I've been a client of McGibbs Investment Consultants for over a decade, and they have been instrumental in helping me achieve my long-term financial goals. Their team of experienced advisors provide personalized advice and guidance on a range of investment and financial planning strategies, and they are always available to answer my questions and provide support when I need it. I highly recommend McGibbs Investment Consultants to anyone looking for a reliable and trustworthy investment consulting firm"
Oliver Simson
Client since 2010"As a business owner, I have a lot on my plate, and I don't always have the time to stay on top of my investment portfolio. That's why I turned to McGibbs Investment Consultants, and they have been a game-changer for me. Their team of advisors provide hands-on management of my portfolio, and they have helped me achieve consistent returns even during volatile market conditions. I appreciate their proactive approach to risk management and their commitment to helping me achieve my financial goals
Mary Grey
Client since 2015McGibbs Investment Consultants have been an integral part of my family's financial planning for several years now. Their experienced advisors have helped us navigate complex financial situations, including estate planning and charitable giving, and they always provide personalized and attentive service. I appreciate their thorough approach to financial planning and their commitment to helping us achieve our long-term financial objectives. I would highly recommend McGibbs Investment Consultants to anyone looking for a reliable and professional investment consulting firm.
Davina L Meyers
Client since 2014
