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About Us

Who Are We?

Since 1984, Global Investment Company (GIC) has provided life and health insurance services, expanding to offer holistic financial planning for individuals, businesses, and executives. Based in downtown Oakland, GIC partners with credit unions, non-profits, and public agencies to deliver fiduciary consulting, investment management, and socially responsible financial solutions.

Meet The Team

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AIFA and Financial Services Expert

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Pioneer of the Global Pathways Program

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Global Investment Company's Voice

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Gold Standard Global Client Support

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Automation Wizard and AI Specialist

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Financial Analyst and Jr. Advisor

Our History

Building legacies and communities since 1984.

Founded in 1984, GIC began by offering life and health insurance services. By 1992, we transitioned to a Registered Investment Advisor (RIA) model, enabling clients to create socially responsible portfolios aligned with their values. In 2007, founder Cathy Jackson became an Accredited Investment Fiduciary Advisor (A.I.F.A.), underscoring our commitment to transparency and putting client interests first.

Today, GIC partners with credit unions, non-profits, municipalities, and public agencies, providing fiduciary consulting, investment management, and financial advice focused on sustainability. Our work in Public Banking, launched in collaboration with Oakland, Berkeley, Richmond, and Alameda County, reflects our dedication to community-driven financial solutions.

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