CRD: 281316
Global Investment Company
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-12-2016
- Office Locations
- 1
Office Locations
About Global Investment Company
Global Investment Company is a minority- and woman-owned advisory firm with 40+ years serving government agencies, municipalities, nonprofits, and select retail clients. It provides financial and legacy planning (retirement, tax, estate, and insurance) alongside portfolio construction. The investment approach emphasizes impact/socially responsible strategies across public funds, municipal bonds, and ETFs, and the firm led a multi-jurisdiction public bank feasibility study for Oakland-area governments.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CATHY IRENE JACKSON-GENT
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #1547985
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,689,921 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,689,921 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing