GOI

Overview

GOI is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides fee-based wealth management and financial planning to both high-net-worth individuals/families and institutional clients, charging a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, and management of pooled investment vehicles. The firm does not identify as an active ESG investor and does not list itself as a pension consultant or related adviser. GOI shows a clear tilt toward equity-oriented portfolios while maintaining access to a broad spectrum of external alternative managers. The adviser uses third-party fund managers to implement nontraditional exposures rather than acting as a primary capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices