Global Diversified Investments

Overview

Global Diversified Investments is a California-registered, independently operated investment adviser organized as a corporation and owned by an individual. The firm targets individual and family clients and positions itself as a capital allocator and adviser that provides financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, and the selection of other advisers. Its fee model is flexible, incorporating percentage-of-AUM billing alongside hourly charges, fixed fees and performance-based fees. The firm does not identify itself as an active ESG investor and is not set up as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices