GLOBAL INVESTMENT ADVISORY

Overview

Global Investment Advisory is a privately held LLC that provides fee-based wealth management and financial planning primarily to individuals and families. The firm charges a percentage of assets under management and offers portfolio management for individuals, small businesses, and institutions, along with pension consulting and manager selection services. It identifies itself as a capital allocator and uses third-party managers as part of its advisory model. The firm is not positioned as an ESG-focused manager and is not listed as a multi-state registered adviser. Its corporate affiliations include a broker-dealer relationship, association with another investment adviser, and ties to an insurance company, which suggests access to brokerage platforms and insurance solutions alongside its advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices