GLIDEPATH PORTFOLIO SERVICES (GPS) LIVE with CONFIDENCE Glidepath's mission is to manage clients' investment portfolios with the personal support of their financial planning professionals so that they can CONFIDENTLY and COMFORTABLY achieve the spending goals of their FINANCIAL PLAN. In doing so we help Financial Planning Professionals DELIVER CONFIDENCE with COMFORT and CARE. Glidepath Portfolio Services believes in: a) The value of working with your financial planning advisor supported by your portfolio manager; b) Goals-based and liability-matched investment planning, monitoring and management service; c) Custom portfolio management service for individual investors using ETFs in separately managed accounts; d) Adaptive versus predictive portfolio management methodology; e) Technology that empowers financial planning professionals working with portfolio managers to deliver specific spending plan solutions that enhance the value and personalized support provided as a team for each client (your portfolio manager and financial planner). We are a portfolio management firm dedicated to delivering custom goals-based and liability-matched ETF portfolio management solutions - working in partnership with financial planning professionals and serving their clients using separately managed accounts. We are financial planning, portfolio management and technology professionals working together on our Portfolio GPS™ platform to best serve each client's specific goals, needs and priorities, within their own unique time horizons, risk sensitivities, probability preferences and unique financial management plans. We believe in personal service and advice supported by great technology not replaced by it. Copyright 2018, Glidepath Technologies Inc.
View Top Employees from Glidepath Portfolio Services Inc.Website | http://www.myglidepath.com |
Revenue | $5 million |
Employees | 10 (10 on RocketReach) |
Founded | 2015 |
Address | 1 Yonge Street, Suite 1503, Toronto, Ontario M5E 1E5, CA |
Phone | (647) 499-6561 |
Fax | (647) 499-5722 |
Technologies |
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Industry | Investment Management, Finance General, Financial Services, ETF Portfolio Management, Finance, FinTech, Portfolio Management Services for Financial Planning Professiona, Wealth Management, Goals Based Investment Management Solutions, Customized portfolios for each client and goal |
Web Rank | 14 Million |
Keywords | Glidepath Portfolio Services |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies |
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The Glidepath Portfolio Services Inc. annual revenue was $5 million in 2024.
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10 people are employed at Glidepath Portfolio Services Inc..
Glidepath Portfolio Services Inc. is based in Toronto, Ontario.
The NAICS codes for Glidepath Portfolio Services Inc. are [52, 5239, 523, 52393].
The SIC codes for Glidepath Portfolio Services Inc. are [628, 62].