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We Diversify
By employing our diverse workforce and our culture of resilience and innovation, we aim to be a global leader in investment services, capital markets, and asset management and create value for clients and stakeholders.
Our Mission: Achieve Client Success
Through our diverse workforce and our culture of resilience and innovation, we aim to become a global leader in investment services, capital markets, and asset management and create value for clients and stakeholders.
CORE OPERATING VALUES
Ordinary people are capable of great accomplishments when they are unified in a common mission and oriented around shared ideals.
Accurately determine the client's investing needs;
Building relationships with our clients to assist them in achieving their long-term financial objectives;
Adopting a distinctive client-first business trade attitude;
Operate with integrity in all dealings;
Provide value to the customer;
Meet and exceed customer expectations;
Continue to exercise discipline.
Our Services
Our capabilities - which include comprehensive services, knowledgeable advisors, specialized investment options, full-balance sheet guidance, and personalized reporting - are based on what our clients need.
Our Strategy
The financial experts at Southesk Gottman employ a smart strategy to maximize earnings in relation to the risks in our clients' portfolios.
OUR APPROACH
Index the asset classes with a high likelihood of market outperformance or underperformance historically;
Manage those asset classes actively that are most likely to outperform;
Locate and take advantage of special one-time investment possibilities that are unrelated to conventional marketable securities;
Team up with experts whose talents and knowledge will be beneficial to our clients;
Continue to exercise discipline. Evaluate, reevaluate, and rebalance;
Pay close attention to transferring assets to charity or the next generation by seeking guidance on trusts, foundations, insurance options, gifting, and tax minimization.
Why Southesk Gottman?
In addition to cutting-edge trading technology, Southesk Gottman offers its customers commissions and fees that enable them to compete with professional and institutional traders. Offering the best investment choices at the best price has always been our aim.
Award-Winning Practice Management Solutions
Innovative Solutions
Advisory & Asset Management Programs
We have one goal, to provide unique investment opportunities
Southesk Gottman is a business that has made investments in cutting-edge technology that enables its customers to work more productively, efficiently, and profitably - technology that boosts efficiency in the financial markets.
Retirement Income Consulting
Financial Professional-Centric Culture
Acquisition, Succession & Continuity Planning Support