Mounir Ghaly offers 20 years’ experience in banking and finance where he managed portfolios in excess of $600 million. Mounir (pronounced moon-ir) also worked in investments and government relations for large US corporations. He has strong industry knowledge in Technology, Manufacturing, Aerospace, Resource Development, Biotechnology, Healthcare, and Real Estate. All this makes him capable of connecting the dots between the market, the economy, and geopolitical environments.
Mounir is a Certified Financial Planner ™ having earned the CFP® designation in 2020. The Fiduciary designation requires over a 1000 hours of studies, passing comprehensive testing that examines all aspects of personal financial planning, and strict Continuing Education mandates.
"I believe that investing in established companies with solid cash flow and a history of profitability reduces portfolio risks. I am aware that the best service to provide my clients is to optimize wealth growth and at the same time give them a good reason to sleep well at night". Mounir Ghaly
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.