GLOBALINVEST FINANCIAL SERVICES, INC.

Overview

Globalinvest Financial Services, Inc. is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates on a percentage-of-AUM fee model and is owned by an individual. Its activity profile indicates a clear preference for liquid, exchange-traded instruments and a boutique, client-focused approach: modest overall scale, concentrated client relationships, and a mix of discretionary and non-discretionary mandates. Service delivery emphasizes customized portfolio management alongside planning work. The adviser does not classify itself as an active ESG investor and is not registered as a multi-state or pension consultant adviser. The combination of individualized advisory services and use of custodians known for active execution suggests the firm aims to pair hands-on advice with tradable, cost-efficient securities.

Assets & Accounts

Public Holdings

Location & Offices