The Framework Behind Intelligent Wealth Decisions.
Blending human perspective with intelligent structure — our proprietary model ensures every portfolio reflects your goals, stage of life, and comfort with risk.
At Opes Global Edge, we believe wealth strategy should adapt to the rhythm of your life — not the other way around.
Our proprietary approach, GIVLS + VIS + Personalization, integrates data-driven assessment with human insight to create strategies that evolve with you.
It’s not about chasing returns — it’s about aligning purpose, protection, and progress.
G I V L S
GIVLS is a structured evaluation model that connects your personal and financial life into a unified strategy.
A balanced, evidence-based foundation that helps you invest with clarity and confidence.
Goals
Define what you’re working toward — wealth creation, education, or legacy.
Income
Assess the strength, stability, and scalability of your earnings.
Volatility
Understand your natural comfort with risk and market swings.
Life Stage
Recognize your current phase: accumulation, growth, or preservation.
Strategy
Derive the right blend of core (stable) and satellite (growth) allocations.
V I S
VIS defines the moral and strategic compass of our philosophy. It ensures that every decision and every product recommendation meets three benchmarks
An ethical filter that keeps advice unbiased and aligned with client interest.
Value
Every product or idea must add measurable benefit to the client.
Integrity
Transparency and consistency in execution and reporting.
Volatility
A focus on longevity, continuity, and impact — across generations.
Personalization
No two clients are the same — and neither are their strategies.
Our personalization process combines human understanding with analytical insights to adapt portfolios as life evolves.
A living wealth strategy — always relevant, always aligned.
Understand client goals, aspirations, fears, and preferences.
Map data-driven allocation models based on GIVLS and VIS outcomes.
Implement across products, markets, and time horizons.
Review periodically with performance + life updates.
Use behavioral data and milestones to refine allocations.
| Profile Type | GIVLS Range | VIS Range | Investment Approach | Core Allocation | Satellite Allocation | Time Horizon |
|---|---|---|---|---|---|---|
|
Conservative |
1–2 |
1–2 |
Stability-focused; income preservation |
95% Fixed Income |
5% Hybrid |
<3 Years |
|
Balanced |
3 |
3 |
Growth with capital protection |
65% Equity |
35% Multi-Asset |
4–8 Years |
|
Aggressive |
4–5 |
4–5 |
Long-term wealth compounding |
55% Equity |
45% Alternatives |
8+ Years |
Experience the Framework That Defines Your Financial Future.