Goi
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$108,182,736
Clients
58
Advisors
2
of 3 employees
About
Goi provides discretionary and non‑discretionary investment management and financial planning to individuals, high‑net‑worth clients, families, trusts, foundations, businesses and retirement accounts, and also serves an offshore issuer through portfolio management services. The firm coordinates estate‑planning solutions through a third‑party provider and makes related document‑preparation services available to clients when appropriate.
The adviser’s investment process combines quantitative, fundamental and technical analysis to build global, model‑driven portfolios that range from concentrated high‑conviction strategies to multi‑asset and ETF‑based sleeves; positions are monitored daily and rebalanced periodically. Goi works with each client to define objectives and risk tolerance and implements customized allocations across equities, fixed income, alternatives and international exposures in both discretionary and consultative arrangements.
What differentiates the firm from many peers of its size is that it provides active portfolio management to an offshore vehicle (the ETPCAP2 Series 590 offering tied to its Focus strategy) and serves a notable non‑U.S. investor base—features uncommon among similarly sized supported advisers. The combination of offshore fund management, packaged estate‑planning services via an external provider, and a lineup of specialized strategies (for example, Disruptors+, Dynamic ETF and a laddered fixed‑income approach) is atypical for a two‑advisor practice.
Client services
Expertise
Occupation focus
Fee options
Estate planning services: Basic Will Package $500-$1,000; Trust Package $1,400; Real Estate Retitling $200; Amendments $300-$400 after first year.
$0 - $500,000: 2.00% to 1.00% depending on investment objective/risk target $500,001 - $1,000,000: 1.50% to 0.75% depending on investment objective/risk target $1,000,001 - $5,000,000: 1.00% to 0.50% depending on investment objective/risk target $5,000,001+: 0.50% to 0.25% depending on investment objective/risk target
Account minimum: $1,000,000 Fee-only: Tiered percentage of AUM fees for investment management ranging from 2.00% to 0.25% based on asset level and investment objective.
Main office
801 Brickell Avenue, 8th Floor
Miami FL 33131
Advisors at this office
2
California · Florida · New York · Texas
Also doing business as
Global Opportune Investments LLC · Global Opportunistic Investment LLC · Goi
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Ariana S
Series 65
Miami, FL
Goi
Ariana Sher is a financial advisor at Goi with a Series 65 designation and two years of industry experience. Her prior roles include positions at Global Opportune Investments LLC, Global Strategy Group, and NMBL. Outside of advising, she is involved in real estate sales as a licensed salesperson with Douglas Elliman. Goi provides discretionary and non-discretionary investment management and financial planning services to individuals, families, trusts, businesses, and offshore clients. The firm employs a model-driven investment process that integrates quantitative, fundamental, and technical analysis to construct diversified portfolios tailored to client objectives and risk tolerance.
Rakesh K
Series 63, Series 65
Miami, FL
Goi
Rakesh Khilnani is a financial advisor at Goi with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors Financial Network and Global Capital Strategies. Outside of advising, he is President of Khilnani Wealth Management LLC and a managing partner of Amdia Partners LLC and Maysara Capital LLC, entities associated with his personal investments. Goi provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, families, trusts, foundations, businesses, and retirement accounts, including offshore portfolio management. The firm uses a model-driven investment process combining quantitative, fundamental, and technical analysis to create customized global portfolios and offers estate-planning coordination through a third-party provider.
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