Global Investment Solutions, LLC

The firm primarily serves individual and high-net-worth clients and provides discretionary asset management, ongoing consulting, and direct management of variable annuity and variable life subaccounts. It also licenses daily market-timing and investment “signals” to unaffiliated registered investment advisers for integration into their own advisory practices.

Its investment approach relies on proprietary, rules-based programs — including momentum, reversal, and high-yield bond strategies — supplemented by fundamental, technical, and cyclical analysis and research from third-party sources such as McClellan Financial Publications. Portfolios are managed on a discretionary basis with asset allocation and position changes driven by trend, momentum, and sentiment indicators that move allocations between equities, high-yield bonds, and government securities.

Noteworthy distinctions include the firm’s requirement that all advisory clients participate in its discretionary asset management service and its practice of licensing trade signals to other RIAs on a negotiated fee basis. The brochure also discloses that the firm does not vote client proxies and that one of its offered programs trades through Guggenheim using funds that may employ leverage, a feature that carries different risk characteristics than more typical diversified mutual fund allocations.