01 / FOR INDIVIDUALS & FAMILIES
Personal Wealth Management
Investment management, financial planning and retirement focused guidance tailored to your circumstances and goals.
Explore Wealth Management ↗
GLOBAL PORTFOLIO SERVICES LLC / GRAND RAPIDS, MIGlobal perspective.
SYDNEY · AUSTRALIAGlobal perspective.
Personal guidance.
Personalized wealth management and thoughtful investment strategies built around what matters most to you.
01
Personalized Planning
Financial priorities come first.
02
Disciplined Investing
Research guided portfolio decisions.
03
Global Perspective
Looking beyond familiar markets.
WELCOME TO GPS
Clarity for the journey ahead.
Investment decisions should begin with an understanding of your goals, not a product.
Global Portfolio Services approaches investment management through long term client relationships, individualized portfolio strategies and an active view of global markets. Our focus is helping clients make informed decisions with greater confidence.
Discover Our Firm
THE GPS PERSPECTIVEThink globally.
Plan personally.
Plan personally.
HOW WE CAN HELPFinancial guidance for
Financial guidance for
people and businesses.
Two service areas, one consistent starting point: learn what you want to accomplish and build a strategy around it.
02 / FOR BUSINESSES
Business 401(k) Solutions
Retirement plan investment guidance, plan sponsor support, employee education and coordination with plan service providers.
Explore Business 401(k) ↗
A PERSONAL APPROACHMeet Michael
Meet Michael
T. Mais.
CHIEF INVESTMENT OFFICER
At the center of Global Portfolio Services is a commitment to understanding clients, communicating clearly, and applying disciplined thinking to investment decisions.
Learn about Michael’s approach and the principles guiding the firm.
More About MichaelOUR APPROACHThoughtful by design.
Thoughtful by design.
Personal at every step.
A clear, ongoing process connects your financial objectives to the decisions made in your portfolio.
01
Understand
Learn about your goals, priorities, time horizon and financial circumstances.
02
Construct
Develop an investment approach and portfolio allocation suited to your needs.
03
Manage
Monitor investments, assess risk and adjust the strategy when appropriate.
04
Communicate
Keep the conversation going as markets move and life changes.
INSIGHTS & IDEASPerspectives for
Perspectives for
informed decisions.
Explore educational topics drawn from the materials provided by Global Portfolio Services.
What Does It Mean to Be a Fiduciary?
A look at adviser obligations and considerations when selecting an investment professional.
Read Overview ↗Why Dividend Investing?
Understanding dividend growth investing and the risks investors should consider.
Read Overview ↗Understanding Annuities
Questions to ask about contract features, costs, surrender restrictions and tradeoffs.
Read Overview ↗LET’S BEGIN
Contact Global Portfolio Services ↗