M.A. GLOBAL INVESTMENT ADVISOR, LLC

Overview

M.A. Global Investment Advisor, LLC is a small, owner-operated advisory firm that focuses on serving individual and family clients. The firm combines portfolio management for individuals and small businesses with selection of third-party advisers and educational workshops, and maintains an insurance brokerage capability that it can fold into client solutions. Its investment approach centers on using pooled public funds and third-party managers rather than concentrated direct-equity bets; the adviser acts as a capital allocator, building client portfolios from mutual funds and externally managed strategies and placing real estate exposure through outside alternative managers when appropriate. The firm is not an active ESG investor and is not registered as a multistate adviser.

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Public Holdings

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Location & Offices