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Global Investment Company, Inc.

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300 FRANK H OGAWA PLZ OAKLAND, CA 94612 Get Directions

(510) 835-8300

www.globalinvestmentco.net

cathy@globalinvestmentco.net

Business Info

  • Founded 1999
  • Incorporated CA
  • Annual Revenue $180,000.00
  • Employee Count 2
  • Industries Investment Advisory Service
  • Contacts Cathy Jackson-Gent

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Company Summary

As a Financial Advisor and Accredited Investment Fiduciary Analyst, we share the fiduciary responsibility for retirement plan assets and client’s assets under management. We actively manage millions in clients’ assets and conduct plans to insure long-term strategies are parallel to established Investment policy and other goals.

With high regard for the relationships we develop with our clients, our business is by referral only by an existing client or through our website. Developing a personal relationship with each and every one of our clients it is vital to develop appropriate vehicles and strategies and help to achieve target goals.

The best client delivery methods are established with the client, and the services are delivered within our framework as a, Investment Fiduciary, Consultatively-Strategic, and a Performance, and Service Oriented Advisor. Being an independent firm allows for us to help provide independent and unbiased financial advice by focusing entirely on our clients' customized solutions. We have established working relationships with a number of industry-leading financial services firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to help our clients' unique needs.

Business Development Consulting
We conduct solution driven strategic planning in all aspects of management-financial, infrastructure development, outreach and growth strategies so that you can more efficiently and effectively reach your corporate and organizational goals.

Education
Global has been conducting financial literacy for more than 20 years. Our fiduciary literacy education has been exposed to retirement plan administrators and

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