Portfolio management
Offers portfolio management as part of its financial services.
Global Investment Company
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About Global Investment Company
Financial services include portfolio management, retirement planning, financial planning, legacy planning, and financial literacy coaching for individuals and families. The firm also provides consulting and serves government agencies, municipalities, and nonprofits. Its work includes advising on ways to generate, grow, protect, and transfer wealth, as well as impact investing and financial literacy initiatives. Global Investment Company is a minority- and woman-owned firm with more than 40 years of experience. Specialties include legacy planning and financial literacy, alongside investment services for public and nonprofit organizations. The company is based in Oakland, California.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Financial coaching
Provides financial literacy coaching and planning services.
Public bank study
Led a feasibility study for four Bay Area public entities.
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