Investment Management

James Breech's Office with Atsuko and Deborah having a discussion

Generate Compound Growth

Cougar Global Investments, a tactical global ETF portfolio manager, uses a disciplined portfolio construction methodology with downside risk management.  Find out how Cougar Global manages client wealth using multiple macro-economic scenario analysis (MES).

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Client Services

Client Services

Client Services

The Client Services Team at Cougar Global, headed up by Vicki Breech, offers fully integrated Financial Planning Services.  Whether your needs are for a comprehensive plan, incorporating a tax and estate planning element, or a short form Scenario planning approach, we are here with the resources to assist you in achieving your goals.

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Advisors

advisor

Build your clients’ wealth with Cougar Global’s asset allocation strategy.

If you are an advisor who would like to learn more about global ETF portfolio management, please sign up to view the information for the advisors.  

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