F700E62D-7CC4-4558-A74F-AAF53A616FD3
Open a Brokerage Account and Start Investing

Already Have An Account? Login to Your Brokerage Account Here

Screenshot 2024-11-30 at 10.54.26 AM
Skip to content
×
    Screenshot 2024-11-30 at 3.55.31 PM
     z
     

    Retirement

    Retirement Planning, Literacy, and Recovery Services

    Planning for retirement can be overwhelming, especially for those who feel like they’re starting late. At Global Investment Company (GIC), we understand that life doesn’t always go according to plan. That’s why we’ve designed our Retirement Planning, Literacy, and Recovery services to help individuals who are behind on savings take control of their financial future.

    Who We Serve:

    • Individuals Playing Catch-Up: If you’ve delayed saving or faced financial setbacks, we offer personalized strategies to help you build wealth quickly and efficiently.
    • Small Business Owners & Entrepreneurs: We provide solutions that integrate retirement planning into your business strategy, maximizing benefits for you and your employees.
    • Pre-Retirees & Late Starters: For those nearing retirement age, we develop accelerated savings plans to help you meet your goals in the time you have left.
    • Anyone Seeking Financial Literacy: Understanding your options is key. Our financial literacy programs empower you with knowledge to make informed decisions about your future.

    Why This Service Is So Valuable:

    1. Tailored Catch-Up Strategies: We create customized plans to optimize your savings and investments, even if you’re starting late.
    2. Maximizing Retirement Accounts: Learn how to leverage tax-advantaged accounts like 401(k)s, IRAs, and catch-up contributions to boost your savings.
    3. Debt Management and Recovery: We guide you in reducing debt and reallocating funds towards retirement.
    4. Financial Literacy and Education: Knowledge is power. Our programs teach you how to budget, invest, and plan effectively for the future.
    5. Peace of Mind: It’s never too late to secure your future. Our holistic approach helps you regain confidence and build a solid financial foundation.

    At GIC, we believe that no matter where you are on your financial journey, you deserve the tools and guidance to thrive. Let us help you turn today’s challenges into tomorrow’s success.

    Ready to take the next step? Contact us to schedule a consultation and begin your journey to financial recovery and retirement security.

    Self-Paced LMS Training

    Gain access to our comprehensive Learning Management System (LMS), featuring expertly designed courses on retirement planning, financial literacy, and recovery strategies. Learn at your own pace with interactive modules, tools, and resources to help you build a solid financial foundation. This option is ideal for those seeking flexibility and self-guided learning.

    In addition to the LMS, this level includes live video conferencing sessions led by financial experts. Engage in Q&A sessions, deep dives into complex topics, and real-time discussions to enhance your understanding. Perfect for learners who value interaction and want tailored insights while maintaining the flexibility of online learning.

    For those seeking personalized support, we offer bespoke consulting services, including one-on-one financial coaching and customized financial planning. Work directly with our advisors to create and implement strategies aligned with your unique goals. This level provides the highest degree of support and customization for individuals or businesses ready to take their financial success to the next level.

     x
     

    Fund Management

    Fund Management for Non-Profits, Public Agencies, and Municipalities

    Managing funds for mission-driven organizations requires specialized expertise, transparency, and a commitment to public accountability. At Global Investment Company (GIC), we provide tailored fund management services to meet the unique financial needs of non-profits, public agencies, and municipalities. Our approach emphasizes prudent fiscal management, sustainability, and alignment with organizational goals.

    Who We Serve:

    • Non-Profit Organizations: We assist non-profits with managing endowments, grants, and operational funds, focusing on effective resource allocation to support their missions.
    • Public Agencies: Our services help public agencies manage budgets, reserves, and special funds, fostering financial stability and responsible governance.
    • Municipalities: We collaborate with cities and counties to oversee public funds, emphasizing efficient and transparent fund allocation to benefit community initiatives.

    Why This Service is Valuable:

    • Strategic Resource Allocation: We work with organizations to develop fund strategies that balance short-term priorities with long-term financial sustainability.
    • Compliance and Transparency: Our fund management practices adhere to applicable regulatory standards, supporting public accountability and compliance obligations.
    • Socially Responsible Investments: We provide access to investment strategies that align with our clients' values, such as environmental, social, and governance (ESG) considerations.
    • Risk Management: Our risk management strategies are designed to help mitigate market volatility and safeguard assets, in line with clients’ financial objectives.
    • Community Impact: By optimizing fund performance, we aim to empower organizations to expand services and invest in community-centered initiatives.

    Partnering with GIC provides access to experienced advisors committed to helping you achieve your financial goals. Contact us to learn more about how our fund management services can support your organization’s mission.

    undefined
     

    Financial Services

    Full Suite of Financial Services

    At Global Investment Company (GIC), we offer a comprehensive range of financial services designed to meet the unique needs of our diverse client base. From financial planning and investment management to retirement strategies and specialized consulting, our full suite of services is tailored to help individuals, small businesses, non-profits, public agencies, and municipalities achieve their financial goals.

    Who We Serve:

    • Individuals and Families: We assist individuals in building personalized financial plans that align with their long-term goals, such as retirement, education funding, or wealth management.
    • Small Businesses and Corporate Executives: We provide services ranging from retirement plan design to strategic financial planning that supports business growth and financial security for owners and employees.
    • Non-Profit Organizations: We offer expert guidance on fund management, grant allocation, and long-term sustainability strategies to help non-profits maximize their impact while ensuring compliance with relevant regulations.
    • Public Agencies and Municipalities: We help manage public funds, ensuring financial stability, compliance, and transparency in alignment with community priorities and regulatory standards.

    Why This Service is Valuable:

    • Tailored Financial Solutions: Our wide range of services allows us to customize solutions that address the specific needs and goals of each client, ensuring they receive the right mix of strategies and tools.
    • Holistic Approach: Whether it’s investment management, retirement planning, or risk mitigation, our integrated services ensure that every aspect of our clients’ financial lives is aligned and working together toward their success.
    • Expert Guidance and Accountability: As fiduciaries, we have a legal responsibility to act in our clients' best interests. Our commitment to transparency, ethical practices, and compliance with regulatory standards ensures clients can trust that their financial strategies are in capable hands.
    • Compliance with Industry Regulations: Our services are designed to adhere to applicable industry standards and regulations, including those set forth by the SEC, FTC, and other regulatory bodies. We ensure that clients' investments, retirement plans, and financial strategies meet the highest standards of accountability, transparency, and fairness.
    • Long-Term Success and Security: By offering a full suite of services, we provide ongoing support to help clients adapt to changing circumstances and market conditions, ensuring their financial security is sustained over time.

    Partnering with GIC means you’re working with a trusted advisor committed to your financial success. Contact us today to learn how our full suite of financial services can help you achieve your goals with confidence.

     

    One-Time Services

    Our one-time services cater to clients who have a single need or a specific financial project that requires expert guidance. This can include retirement planning, financial planning reviews, estate planning, or investment advice. With a clear focus on addressing your immediate needs, our one-time services provide you with comprehensive support to solve specific financial challenges. This option is ideal for individuals or organizations looking for expert assistance on a short-term basis without a long-term commitment.

    Our subscription-based services are perfect for clients who want continuous, long-term financial guidance and management. This level of service includes regular consultations, ongoing investment management, and consistent financial planning updates to ensure that your strategies evolve with your changing needs and market conditions. Subscribers benefit from prioritized support, including access to exclusive resources, periodic reviews, and updates on your financial status. This service is ideal for individuals and businesses seeking a proactive, hands-on approach to managing their financial future.

    For clients who need more specialized assistance on a defined project or set of goals, our contract services offer flexibility and focus. These services are designed for clients who require a tailored solution within a specific timeframe. Whether it's retirement plan design, financial consulting, or investment portfolio management, our contract-based services provide a dedicated financial advisor for the duration of the contract. This is an ideal option for small businesses, non-profits, or public agencies with short-term needs or one-time strategic projects, offering you expertise when and where it’s most needed.