Asset Management

- Asset management is the direction of all or part of a client's portfolio by a financial services institution, usually an investment bank, or an individual.

What is Asset Management?

Why Asset Management?

Successful investing involves time, discipline and a carefully selected balance of investment vehicles. We believe asset management is one of the most important investment strategies towards helping you reach your investment goals. It is important to have a plan in place in the event of a market downturn. Proper asset management can not only help put you on the road to reaching your financial dreams and goals, but also may help protect you against market downturns along the way. At Global Wealth Partners Inc®, we’d like to help manage your assets with a goal of helping you reach financial success.

Proper asset management may help put you on the road to reaching your financial dreams and goals.

What is Asset Allocation?

From the old adage, “Don’t put all your eggs in one basket,” asset allocation is the simple concept of diversifying your assets among stocks, bonds and cash. In fact, diversification is often considered one of the best long-term investment strategies for any market environment. How you divide your money among stocks, bonds and cash should be based on a careful assessment of your goals, time horizon for investing and tolerance for risk. Each asset class -stocks, bonds and cash – has a different level of risk. Investment return will generally depend upon how much risk you are willing to accept throughout different stages of your lifetime. As you get closer to retirement and your time horizon shortens, for example, you’ll want to take less risk with your overall portfolio by investing in a higher percentage of lower risk investment vehicles. On the contrary, those with more time left until their retirement may wish to put a higher percentage of the money into riskier investment vehicles like stocks. We can help you determine what’s right for you based on where you are in your investment life-cycle, your objectives and financial goals.

Why Asset Allocation?

Changing market environments will affect how each asset class behaves, and each class will react differently. For example, while one asset rises in value, others may simultaneously decrease.

Let’s Get Started

We’d like to help you make the most of the opportunities available to you and promise to act with objectivity, experience and honesty. Our services seek to help you meet your financial goals and dreams one step at a time. Allow us to assess your financial health and put you on a plan that suits you and your family. Contact us to plan for your future.

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Nina Naser

Nina Naser

Joseph H. Langlois III, CFP®

Joseph H. Langlois III, CFP®

Colin Mansfield

Colin Mansfield

 

NINA NASER - PARTNER

Nina Naser is a Partner at Global Wealth Partners. In her primary role as a liaison to the local community, Mrs. Naser facilitates relationships for the firm and curates a unique and extraordinary experience for each of GWP’s clients.

She possesses more than 17 years in the banking industry, most recently working as a Senior Vice-President of Wells Fargo Private Client Services, where she managed relationships with the bank’s most prestigious ultra-high net worth clients and family foundations. Mrs. Naser left this exceptionally lucrative practice to focus on her family and now leverages her knowledge and experience with a portfolio of exclusive relationships with providers of sophisticated services and products, on behalf of GWP, to meet the most unique client needs with unprecedented quality and attention to detail.

Mrs. Naser traditionally accompanies Mr. Naser on all business travel to assist with GWP’s comprehensive, in-person approach to vetting. Her insight from this work is critical to the firm’s decisions on both whether to take on a new client and how to advise them most effectively. Mrs. Naser is prepared to assume Mr. Naser’s duties in management and leadership of the firm and maintains her proximity to GWP operations should it ever become necessary, to ensure continuity for all of GWP’s clients.

Mrs. Naser commits her free time to multiple philanthropic and charitable endeavors, within the local community and beyond. She also enjoys traveling, is an avid reader and values spending time with her family and friends.

 

Email Nina Naser

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1-408-236-7630

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JOSEPH H. LANGLOIS - PARTNER

 CA Insurance Lic# 0C964958 

Joseph H. Langlois III is a founding Partner of Global Wealth Partners, Inc®. Joey brings 14 years of experience as a Financial Planner, having most recently worked with Wealth Strategies Group in both San Diego and the Bay Area. Joey built his financial planning practice by educating his clients on strategies to help mitigate income and estate taxes while potentially maximizing retirement benefits. He strives to help his clients accumulate the assets necessary to reach retirement, and he teaches them the importance of proper income distribution as they seek to enjoy a comfortable lifestyle when retired.

Philanthropy, having always been a passion of Joey’s, has led him to specialize in charitable planning; Joey is an integral member of the group that created the donor advised fund at San Diego State University.

Joey lives with his wife, Jen, and their children, Joseph H. Langlois IV, Jakson Langlois, and Kennedy Langlois in the 4s Ranch area of San Diego. In his free time, he enjoys visiting with family and friends, football, golf, cooking and tasting fine wines.

 

Email Joseph Langlois III

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1-619-320-4146

Check the background of this investment professional on FINRA’s BrokerCheck.

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COLIN MANSFIELD - PARTNER - CHIEF FINANCIAL OFFICER

 CA Insurance Lic# 0D97662 

Colin Mansfield has been an Investment Advisor Representative since 2002. He began his career with the Financial Planning Division of MetLife in San Diego, CA and later moved to Wealth Strategies Group in San Jose, CA to take on a role of Director of Sales. He is experienced in all aspects of Financial Planning, such as Wealth Management, Tax Planning, Retirement Planning and Estate Planning.

His principles are simple; he aims to prepare and educate his clients so that they have the fortitude to make smart, sound or prudent decisions that will help them to achieve their goals and financial independence.

Colin was born and raised in San Jose where he now lives with his wife Julie, and children Mason, Colin Jr. (CJ), and Jaxon. He is an active alumni of Sigma Chi Fraternity. In Colin’s free time he enjoys coaching Mason’s Pony Baseball team, wine tasting and being outdoors.

Email Colin Mansfield

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1-408-236-7630

Check the background of this investment professional on FINRA’s BrokerCheck.

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