About Us

World International understands that a simple premise; putting the interests of clients first can contribute as much to its success as the sophisticated products and innovative solutions financial services companies offer.

This client centered approach is possible given that the products, services and expertise available are designed to support not compete with the relationship between the firm’s financial consultants and their clients. Backed by an acclaimed training department to keep them up-to-date on product and service trends, World International’s financial consultants are able to address financial challenges ranging from the basic to the complex. Whether clients have $10,000 or $10 million, they work directly with a World International financial consultant never a call center to develop investment strategies that help meet their needs and objectives.

Focus On Clients

World International doesn’t just talk about making client needs a priority. Working with his or her own financial consultant, each client has the opportunity to develop investment strategies based on his or her particular “investment personality.” This unique approach is based on such individual factors as financial condition, risk tolerance and goals. In addition, World International does not require its financial consultants to meet certain product quotas, nor does the firm have its own World International branded family of mutual funds. Instead, financial consultants have the freedom to recommend the investments that best suit their clients’ specific needs and may select from a variety of stocks, bonds and other financial options.

Respect and Attention

The financial consultants in World International family are backed by corporate values of pride and integrity and a comprehensive training program that enables them to provide the superior service and advice clients have come to expect. The firm’s financial consultants also benefit from the support of a technology infrastructure that provides them up-to-date information and tools to help their clients work towards their financial goals. “Our commitment to having the industry’s best-educated, best-trained professionals and giving them state-of-the art technology enables our financial consultants to provide top-notch financial advice designed to meet our clients’ investment needs.” World International financial consultants and the services they provide are a major reason for its position as one of the most respected in the investment business.

Individually, World International’s research analysts have established their own reputation as some of Industry’s best, supported by the firm’s long-held commitment that its analysts have the freedom to cover their sectors objectively. Drawn to the firm's client-first philosophy, individuals and businesses have turned to World International for sound advice and access to a wide array of investment products and services that can help them meet their financial goals and objectives.