A complete list of active advisors currently associated with Goi

Warmer can help you find a great advisor at Goi or one who fits your needs even better.

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.

To learn more about the advisors currently working at Goi, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.