CRD: 133850
Global Investment Solutions, LLC
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- Custodian
- Charles Schwab & Company · Guggenheim · Nationwide
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-1997
- Office Locations
- 1
Office Locations
About Global Investment Solutions, LLC
Global Investment Solutions is a California-based investment advisory managing portfolios for individuals, qualified retirement plans, and corporate entities. The firm uses a multi-strategy, actively managed approach that adjusts allocations as market conditions change to manage risk and capture opportunity, implemented with mutual funds and individual securities. Founder Roger Kliminski developed the firm’s strategies and emphasizes client education.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
ROGER ROBERT KLIMINSKI
Chief Compliance Officer, Investment Advisor
- CRD
- #722960
- Ownership
- 75% or more
LYNN ALBERTA KLIMINSKI
Owner
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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Richard Thomas Cervisi
Director
- CRD
- #7135912
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,582,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,582,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,582,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $595,197,569 | 30.7% |
| Equity - Exchange | $476,933,557 | 24.6% |
| Cash | $560,299,992 | 28.9% |
| Equity - OTC | $139,590,309 | 7.2% |
| U.S. Government/Agency | $166,732,869 | 8.6% |
| Total | $1,938,754,296 | 100.0% |