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Global Value Investment Corporation

Updated today

Client assets under management

$193,318,582

Clients

174

31% high-net-worth

Advisors

4

of 11 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

44

Typical

Average account size

$1,111,026

About

Global Value Investment Corporation is a registered investment adviser that provides discretionary portfolio management to a mix of individual clients (including both non‑high‑net‑worth and high‑net‑worth individuals) and institutional entities. The firm offers wrap fee and non‑wrap investment management, sub‑advisory and third‑party manager services for other registered investment advisers, and advisory services to pooled investment vehicles and private funds.

GVIC bases its investment process on fundamental analysis, using regulatory filings, proprietary research and purchased research to identify undervalued equity and fixed‑income opportunities, and implements both short‑ and long‑term positions as well as occasional activist strategies. Portfolios are managed on a discretionary basis and monitored regularly by portfolio managers and research analysts, with reporting and periodic reviews provided to clients and sponsor firms.

The firm’s structure and activities distinguish it from many peers: it acts as a sub‑advisor and third‑party manager to other advisers, sponsors a wrap fee program, and serves as investment manager to a private fund that currently holds a single public company, Rocky Mountain Chocolate Factory, Inc., with governance rights and carried‑interest arrangements disclosed in its governing documents. GVIC also discloses measures to mitigate conflicts (including recusal policies), uses performance‑based fee arrangements for qualified clients, and maintains a multi‑office operation supported by an in‑house research subsidiary.

Client services

Portfolio management
Asset management to other investment advisors and financial institutions

Expertise

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

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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 only to qualified clients (net worth > $2,200,000 or assets managed > $1,100,000). Carried interest charged at conclusion of private fund GVP 2021-A, L.P. based on fund performance.

Other

Account minimum: $1,000,000

Main office location

Global Value Investment Corporation

1433 N Water Street, Suite 400

Milwaukee WI 53202, United States

Number of offices

6

Most active in

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

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 designations and previously worked at Wells Fargo Funds Distributor, LLC. Outside of his advisory role, he serves as a board member for Commerce Media Solutions. Global Value Investment Corporation provides discretionary portfolio management to individual and high-net-worth clients, as well as other registered investment advisers and sponsors, focusing on fundamental research to identify undervalued securities. The firm employs both short- and long-term investment horizons and manages accounts through various fee structures, including wrap-fee programs.

Active portfolio management Concentrated stock management Options & derivatives strategies Private / alternative investments
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 designations and over 22 years of industry experience. He has been with Global Value Investment Corporation since 2007 and currently serves as a board member of Rocky Mountain Chocolate Factory. Global Value Investment Corporation provides discretionary portfolio management for individual and high-net-worth clients, as well as sub-advisory services to other registered investment advisers. The firm’s investment approach focuses on fundamental research to identify undervalued securities, employing a range of strategies including activist and concentrated positions.

Active portfolio management Concentrated stock management Options & derivatives strategies Private / alternative investments
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 designation and has a background that includes legal and compliance roles, such as positions at the Law Offices of Malcolm J. MacLaren and The Circuit Court of Cook County, Illinois. Outside of his advisory role, he is a co-member of Machair, LLC, a commercial real estate business. Global Value Investment Corporation provides discretionary portfolio management to individual and high-net-worth clients, as well as sub-advisory services to other registered investment advisers. The firm emphasizes fundamental research to identify undervalued securities and employs both short- and long-term investment strategies, including activist and concentrated positions.

Active portfolio management Concentrated stock management Options & derivatives strategies Private / alternative investments
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 with 11 years of industry experience. He 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, a real estate business in Waterford, Wisconsin. Global Value Investment Corporation provides discretionary portfolio management to individual and high-net-worth clients, as well as sub-advisory services to other registered investment advisers. The firm’s investment approach focuses on fundamental research to identify undervalued securities and may include activist strategies, concentrated positions, and investments in less liquid instruments.

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