Continuum Global Asset Management

Specialties

We believe that Wall Street’s incentive plan for their financial advisors is erroneous and is filled with conflict of interest. At CGAM, we have developed a platform to provide clients with premium services at flexible cost. We believe in evolving a client’s portfolio with adequate feedback and communication. In addition, we vehemently encourage clients to have frequent meetings with the portfolio manager and observe the developments and the progress in the portfolio. This allows the client to feel comfortable with the evolution of the portfolio and also allows us to educate clients and share our rationale with them.

We pride ourselves in providing custom solutions to clients in the area of income and growth in addition to protecting portfolios using proprietary hedging techniques.

History

Established in 2005.

Continuum Global Asset Management, LLC (CGAM) was founded in 2005 to provide advisory services with a unique perspective. CGAM is a Registered Investment Advisor and has been continuously and actively engaged in providing investment management services since its inception. We believe that Wall Street’s incentive plan for their financial advisors is erroneous and is filled with conflict of interest.

Meet the Business Owner

Manu W.

Business Owner

Mr. Walia has been in the financial services business since 1994. Mr. Walia received his Bachelor’s in Sciences from St. Stephen’s College in New Delhi, India in 1988 and subsequently pursued post graduate studies at Eastern Michigan University in Michigan, USA. After working in retail brokerage for a few years, Mr. Walia returned to New Delhi, India in 1995 and spent two years in New Delhi with Talisman Capital, a London based private equity firm. At Talisman, Mr. Walia was Manager Corporate Finance, performing due diligence and involved with structured finance. Mr. Walia returned to the USA and since 1997, has been involved with portfolio management for high net worth individuals and corporate accounts. During this time he worked with Morgan Stanley Dean Witter and Charles Schwab & Co.

Mr. Walia incorporated Continuum Global Asset Management LLC in 2005 with an objective to provide financial advisory services.