A complete list of active advisors currently associated with Global Investment Company
Warmer can help you find a great advisor at Global Investment Company or one who fits your needs even better.
Global Investment Company serves individual investors — including high‑net‑worth clients — and certain charitable organizations, providing discretionary portfolio management alongside financial planning and consulting. The firm also offers a monthly newsletter subscription and provides services for employee benefit plans and to a qualified opportunity zone investment company. The firm typically implements advice by allocating assets among classes and using model portfolios developed by unaffiliated third‑party managers, with the adviser monitoring performance and hiring or replacing those managers as needed. Its stated methods include fundamental and technical analysis and modern portfolio theory, and it may employ both long‑ and short‑term strategies and derivative instruments where deemed appropriate. Noteworthy features disclosed in the brochure include a paid newsletter offering, the principal’s status as a licensed insurance agent who may earn commission compensation for insurance sales, and arrangements to recommend third‑party money managers and share in advisory fees — each of which creates potential conflicts of interest the firm discloses. The principal also holds passive private equity investments and the firm has acted as investment manager for a qualified opportunity zone vehicle, and these affiliations are specifically disclosed with policies described to address related conflicts.
To learn more about the advisors currently working at Global Investment Company, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Oakland, CA
| 35
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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