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.

Global Opportune Investments (goi) is an SEC‑registered adviser managing about $111.3 million for roughly 58 clients, offering discretionary and non‑discretionary investment management alongside financial planning and coordinated estate‑planning services. The firm works with individuals, high‑net‑worth clients, families, trusts, foundations, partnerships, businesses and retirement accounts and may include private equity, hedge fund, options and ETF exposures in client portfolios. goi combines quantitative, fundamental and technical analysis and uses algorithmic screening to run a suite of model strategies (for example Established Growth/Value, Disruptors+, Blend, Six Pack, Focus, Dynamic ETF and Fixed Income) that are monitored daily and rebalanced periodically. Portfolios are typically long‑term in orientation but the firm may trade tactically, including in international markets, to implement its strategy and manage risk. Compared with many peers, goi emphasizes global exposure — client portfolios generally include both domestic and international markets and the firm’s strategies and trading capability explicitly accommodate international securities — a feature that aligns with the firm’s notable non‑U.S. client relationships. The firm also documents use of concentrated, algorithm‑driven strategies and a third‑party estate‑planning arrangement (Estate Guru) that can generate separate fees, which the brochure discloses as a potential conflict to be managed.

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.