Why Global?

Every day and in every way, Global strives to discover your unique needs and objectives and help develop a plan for you to achieve them. We are confident that we can develop a plan to meet all of your investment needs.

Reliability and Confidentiality
Above all, we are committed to providing you with the highest degree of confidentiality and discretion. Every member of Global is guided by our values of client focus and integrity and we realize that we cannot put a price on the trust that our clients place in us.

Independent and Objective
Global is positioned to provide objective, unbiased advice. We do not sell any one particular investment organization’s products. Investment decisions are based on what would best help you meet you investment goals. Our allegiance is to you, our client, and to your best interests.

Diverse Investment Choices
We have long been a leader in the domestic and international fixed income markets for many years providing clients with the ability to invest in fixed income instruments denominated in multiple currencies. Today, Global combines their fixed income expertise with their Global Managed Asset Program (GMAP) combining the power of institutional style investing, global diversification, and systematic rebalancing into one platform.

Ongoing Monitoring and Communication
We believe that the investment process is a fluid and ongoing one. It does not end with the implementation of your portfolio. We offer continuous monitoring of your investments and strategic rebalancing through daily reviews and provide statements and reports that will keep you up to date and informed on your portfolio and financial situation.

Experience and Expertise
For more than 20 years we have been helping domestic and international individuals and corporations work toward their financial goals. Our extensive network provides us with access to markets around the world that gives us the ability to provide superior execution and pricing. Global is a full service wealth management firm and can service all of your investments needs under one roof. Our staff has been with us for many years and work together to ensure that experienced staff members are always available to assist you.

We would be honored to discuss your situation and financial needs in confidence.

or call us at 800-778-5525


“In a world where predictions and forecasting become more difficult every day, the challenge is not to predict the future, but to build a portfolio that will perform correctly regardless of the future.”
~ Robert C.A. Benjamin,
Managing Director