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Global Value Investment Corporation

Updated today

Client AUM

$193,318,582

Clients

174

Advisors

4

across 4 offices

About

Global Value Investment Corporation provides discretionary investment research and advisory services to individual clients, including high‑net‑worth investors, as well as pooled vehicles, pension and charitable clients. The firm offers portfolio management through both wrap and non‑wrap programs and also provides sub‑advisory and third‑party advisory services to other registered investment advisers.

GVIC’s investment process emphasizes fundamental analysis performed by its in‑house research team, including work supported by a wholly owned research subsidiary in India, and it employs both short‑ and long‑term strategies and occasional activist engagement. Portfolios are managed on a discretionary basis and tailored to each client through an initial consultation, periodic reviews, and client‑specified restrictions where applicable.

The firm’s brochure discloses several uncommon features for a supported adviser of its size: GVIC acts as investment manager and is affiliated with GVP 2021‑A, L.P. (a private fund that currently holds Rocky Mountain Chocolate Factory and under which carried interest may be charged via side letters), it sponsors a wrap fee program, and it provides services to other advisers. GVIC also discloses principal board appointments to public companies and related conflict‑management and recusal procedures, a mix of private‑fund management, performance‑based compensation, and wrap‑program sponsorship that is relatively uncommon among peers.

Client services

Portfolio management
Asset management to other investment advisors and financial institutions

Expertise

Active portfolio management Private / alternative investments Concentrated stock management Options & derivatives strategies

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000+: 0.75%

Performance-based

Performance-based fees charged as carried interest at the conclusion of the private fund based on fund performance, applicable to "qualified clients" with net worth greater than $2,200,000 or accounts managed of at least $1,100,000.

Other

Account minimum: $1,000,000

Main office

See office

1433 N Water Street, Suite 400

Milwaukee WI 53202

Advisors at this office

1

Most active in

Arizona · California · Colorado · Florida · Illinois · Montana · New Jersey · New York · Pennsylvania · South Carolina · Texas · Washington · West Virginia · Wisconsin · Wyoming

Also doing business as

Global Value Investment Corp · Global Value Investment Corp. · Global Value Investment Corporation · Global Value Research Company · Milwaukee Institutional Asset Management · Milwaukee Private Wealth Management · Milwaukee Private Wealth Management, Inc

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

James G

Series 63, Series 65

Princeton, NJ

Global Value Investment Corporation

James Geygan is a financial advisor at Global Value Investment Corporation with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Funds Distributor, LLC. Geygan serves as a board member of Commerce Media Solutions. Global Value Investment Corporation provides discretionary investment research and advisory services to individual clients, pooled vehicles, pension, and charitable clients. The firm employs fundamental analysis with both short- and long-term strategies, managing portfolios on a discretionary basis tailored to client needs.

Active portfolio management Private / alternative investments Concentrated stock management Options & derivatives strategies Founder/Business Owner
user avatar

Jeffrey G

Series 63, Series 65

Charleston, SC

Global Value Investment Corporation

Jeffrey Geygan is a financial advisor with Global Value Investment Corporation, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Prior to joining Global Value Investment Corporation, he served as Interim CEO and a board member of Rocky Mountain Chocolate Factory. Global Value Investment Corporation provides discretionary investment research and advisory services to individual and institutional clients, including high-net-worth investors and pooled vehicles. The firm employs a fundamental analysis approach supported by in-house and subsidiary research, managing portfolios with both short- and long-term strategies tailored to client needs.

Active portfolio management Private / alternative investments Concentrated stock management Options & derivatives strategies Founder/Business Owner
user avatar

Malcolm M

Series 65

Huntington, WV

Global Value Investment Corporation

Malcolm Maclaren is a financial advisor at Global Value Investment Corporation with three years of industry experience. He holds a Series 65 credential and previously worked in legal roles, including at the Law Offices of Malcolm J. MacLaren and The Circuit Court of Cook County, Illinois. Outside of advisory work, he is a co-member of Machair, LLC, a commercial real estate company. Global Value Investment Corporation provides discretionary investment research and advisory services to individual clients, pooled vehicles, pension, and charitable clients. The firm’s investment approach centers on fundamental analysis conducted by an in-house research team and includes both short- and long-term strategies, with portfolios tailored to client specifications on a discretionary basis.

Active portfolio management Private / alternative investments Concentrated stock management Options & derivatives strategies Founder/Business Owner
user avatar

Thomas M

Series 63, Series 65

Milwaukee, WI

Global Value Investment Corporation

Thomas Molosky is a financial advisor at Global Value Investment Corporation in Milwaukee, WI, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm, also known as Milwaukee Private Wealth Management, since 2014. Outside of his advisory role, he is involved with Tuscola Farms, LLC. Global Value Investment Corporation provides discretionary investment research and advisory services to individual clients, including high-net-worth investors, as well as pooled vehicles, pension, and charitable clients. The firm’s investment process emphasizes fundamental analysis through an in-house research team and employs both short- and long-term strategies with tailored portfolio management.

Active portfolio management Private / alternative investments Concentrated stock management Options & derivatives strategies Founder/Business Owner
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