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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- FocusCapital
- Established Date
- 08-01-2007
- Office Locations
- 5
Office Locations
About Global Value Investment Corporation
Global Value Investment Corporation (GVIC) is a Milwaukee-based, 100% employee-owned investment manager serving investors and financial advisors with disciplined, fundamentals-driven value investing. The firm targets long-term capital appreciation through strategic capital allocation across total return and concentrated equity strategies, plus a focused fixed income approach. Firm associates invest alongside clients, reinforcing alignment for advisor and institutional relationships.
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Owner & Executives
JEFFREY RICHART GEYGAN
Chairman Of The Board, Owner, President
- CRD
- #1705630
- Ownership
- 25% but less than 50%
KATHY M GEYGAN
DIRECTOR, Vice President
- CRD
- --
- Ownership
- 25% but less than 50%
Quantum summit
Alpha quantum glacier
- CRD
- #21301
- Ownership
- 18.0%
Showing 2 of 5 owners & executives
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MALCOLM JOHN MACLAREN
--
- CRD
- #6345780
THOMAS MATTHEW MOLOSKY
Advisor
- CRD
- #5950159
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $224,435,008 | $434,952 |
| Non-Discretionary | $1,192,454 | $51,846 |
| Total | $225,627,462 | $418,604 |
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Separately Managed Accounts
Total SMA Asset: $225,279,743
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,700,550,538 | 19.6% |
| Corporate - Non-Investment Grade | $1,518,348,695 | 17.5% |
| U.S. Government/Agency | $1,405,557,077 | 16.2% |
| Cash | $1,284,089,182 | 14.8% |
| Equity - OTC | $1,110,563,617 | 12.8% |
| Public Funds | $1,657,169,146 | 19.1% |
| Total | $8,676,278,255 | 100.0% |
13F Holdings | Q3 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME RADIAL | MERIDIAN BEACON | 6RSDY1BOS | MVLY | 7.40% | $116,321,454 |
| FRONTIER INSIGHT CAPITAL | BRIDGE PATHWAY | GKEQ021JB | OTXFA | 1.24% | $88,223,285 |
| RIDGE LEGACY PRIME | ATLAS VALUE | 0N019C7HG | VPK | 2.29% | $40,560,082 |
| BEACON MERIDIAN MOMENTUM | VERTEX PRIME | W3H90TJQH | DUU | 4.81% | $89,867,851 |
| NORTH PRIME FRONTIER | MATRIX QUANTUM | P8I1ME9QU | OQYJ | 6.03% | $47,084,319 |
| CATALYST PIONEER MATRIX | QUANTUM TIMBER | XVP79H12E | ELVZS | 4.44% | $117,763,124 |
| QUANTUM FUSION | DELTA SIGNAL | W84Y3V6AB | BPI | 10.33% | $46,642,716 |
| ALPHA ZENITH | INSIGHT INSIGHT | VYM5Q9CW1 | PRZU | 11.86% | $6,380,136 |