Milwaukee, WI Office

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.