The " U.P. Process" Unconventional Portfolio Process Executing Plans Effectively for Life...Forward.
How do we help clients embrace risk?

Global Market Risk

  • Innovative Strategies

    We add value to the investing process through expert research, unbiased advice, personalized services and comprehensive wealth management solutions. We specialize in developing innovative strategies to help investors secure their financial goals while managing risk.

  • Investment Discipline

    Our approach to investing begins with a perspective on regional, national, and global views. We combine time-tested investment specialization, extensive industry knowledge, and active risk management to help clients navigate the global markets. We strive to integrate market opportunities with balanced diversification for individual and institutional investors.

  • Purposeful Planning

    Our investment strategies are developed purposefully, to give clients choice and flexibility in creating quality investment portfolios that match their financial goals and risk tolerance. Through financial plans, global outlook and innovative research of investments we strive to offer investors portfolio solutions that help preserve and position the portfolio to reach investor goals over time.
  • Active Implementation

    Because investing typically requires a long term view, we are committed to always develop a forward-looking risk, return, and correlation assumption for global markets. By analyzing market, economic and geopolitical data we actively implement your personal financial plan as the opportunity best presents itself. Never do we feel pressured to invest just because you hold cash. As the markets move from over bought to over sold conditions we explore investment opportunities that match your risk tolerance and actively invest accordingly.
  • Continuous Monitoring and Rebalancing

    We pro-actively and continuously monitor each element of your investment and financial strategy. As global markets fluctuate over time, it’s important to make adjustments to ensure diversification remains consistent with your risk management, investment goals and time horizons. The market changes, your life changes and so should your strategies, always moving…FORWARD.
  • Personal Investment Profile

Strategy

DISCIPLINE

PLAN

IMPLEMENT

MONITOR

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One Lakeshore Drive, Suite 1100 // Lake Charles, LA 70629 // Phone: 337-419-1855 // Fax: 337-419-1854 // Toll Free: 1-877-781-0088 // Houston // (713)-300-1608

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC

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Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Andreas Global Asset Management Group is not a registered broker/dealer, and is independent of Raymond James Financial Services.

 

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