GLOBAL INVESTMENT COMPANY

Overview

Global Investment Company is a small independent registered investment advisor that serves both individual and institutional clients, while also acting as an insurance broker. The firm leans toward direct capital allocation rather than purely advisory referrals, running discretionary portfolios across liquid public markets and placing client capital into third‑party alternative funds. Its advisory services include financial planning, portfolio management for individuals and businesses, selection of other advisers, and publication of client‑facing materials. Fee arrangements are flexible — the firm uses asset‑based fees alongside hourly, subscription and fixed fee structures — which reflects a hybrid service model aimed at the mass‑affluent and smaller institutional or business clients. Investment activity centers on public equities and exchange‑traded vehicles, with a stated preference for equities. At the same time, Global Investment Company allocates to a range of alternative strategies (private equity, real estate, commodities, REITs and oil & gas) and uses mutual funds and corporate debt to round out fixed income exposure or liquidity management. The combination of SMAs and custody at a major custodian supports both managed accounts and pooled fund placements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices