Empowering Legacy through Financial Consulting

Serving the community since 1984

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Financial Consulting

Global shares fiduciary responsibility for retirement plan assets and client assets under management. We offer independent, unbiased advice customized to each client.

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Investment Management

Global provides professional asset management for organizations, municipalities and private investors, including asset selection, planning and investment monitoring.

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Business Development

Global Investment Company conducts solutions-driven strategic planning in all aspects of management to help organizations and corporations reach their goals.

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Financial Education

For over 40 years, Global has conducted customized financial literacy training for retirement plan administrators, nonprofit organizations, educational institutions and more.

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About Us

What we do

Global Investment Company (GIC) began serving clients in the life and health insurance services industry in 1984. The need for a comprehensive approach to financial needs of our clients led to an expansion of our services to include financial planning for individuals, small businesses and business executives in corporate America.

The company is headquartered in the heart of downtown Oakland. The GIC expert team works with community development credit unions, non-profit organizations, municipalities, quasi-public agencies and individuals to help reach their financial goals. We offer fiduciary consulting, investment management and investment advice with focus on social and sustainable responsibility.

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The History

Grow your business with confidence

Global Investment Company (GIC) began serving clients in the life and health insurance services industry in 1984. The need for a comprehensive approach to financial needs of our clients led to an expansion of our services to include financial planning for individuals, small businesses and business executives in corporate America.

The needs of our clients began to shift from a transaction-oriented service model to an Registered Investment Advisor (RIA) model in 1992. Clients became more aware of where they wanted their investments funds directed in ways representative of their concerns. As a Registered Investment Advisor, GIC created the opportunity for clients to develop investment portfolios customized to include social responsible and sustainable investments. Investments screened for tobacco, alcohol and/or defense stocks were some selected by clients to omit from their portfolios.

2007 was the year GIC made the statement about fiduciary standards and responsibility for Investment Stewards, Investment Advisors and Investment Managers and Cathy, the founder, became an Accredited Investment Fiduciary Advisor (A.I.F.A.). It is important that GIC became known as a company which puts its clients' interests over anything else. In addition, GIC makes every attempt to provide transparency in product costs, trading costs, investment fees and management fees.

GIC works with community development credit unions, non-profit organizations, municipalities, quasi-public agencies and individuals to help reach their financial goals. We offer fiduciary consulting, investment management and investment advice with focus on social and sustainable responsibility.

As a result of GIC's work with fiduciaries and individuals living and working within their territories the expansion into areas, such as providing advice and consulting in developing social development goals for organizations to impact their communities and financial markets.

The work with community and local decision makers led GIC to its current work in consulting in Public Banking which began in the cites of Oakland, Berkeley and Richmond along with the County of Alameda. In 2017, the first multi-jurisdictional collaboration seeking interest in the feasibility of a Public Bank for their communities.

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Global Pathways to Financial Freedom

Take a journey with us to financial freedom...

One stop shop for financial literacy and financial services. This solves the literacy gap and helps cultivate generational wealth.

Features and benefits of Financial Pathways include.


· Benefit or feature #1 Consumer is able to choose the financial pathway they want to take. Pathways include; Financial Freedom (Credit), Ownership, Retirement, Legacy, and Entrepreneurship.

· Benefit or feature #2 Global Investments has qualified advisors and trainers to guide consumers through each step to help them reach their target financial success goals.

· Benefit or feature #3 Financial Pathways are offered in a package to meet consumers' total financial needs. Global advisors doesn’t leave their consumers half way down the path. Packages are offered to meet consumers' complete needs.

Sign up to get started at the link below!

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Privacy Policy Notice

Global Investment Company
Global Investment Company has adopted this privacy policy with recognition that protecting the privacy and security of the personal information we obtain about our customers is an important responsibility. We also know that you expect us to service you in an accurate and efficient manner. To do so, we must collect and maintain certain personal information about you. We want you to know what information we collect and how we use and safeguard that information.

Information We Collect: We collect certain nonpublic information about you ("Customer Information"). The essential purpose for collecting Customer Information is to allow us to provide advisory services to you. Customer Information we collect may include:

  • Information that you provide on applications or other forms. This Customer Information may include personal and household information such as income, spending habits, investment objectives, financial goals, statements of account, and other records concerning your financial condition and assets, together with information concerning employee benefits and retirement plan interests, wills, trusts, mortgages and tax returns.
  • Identifying information such as your name, age, address, social security number, etc.
  • Information about your transactions with us, or others (e.g., broker-dealers, clearing firms, or other chosen investment sponsors).
  • Information we receive from consumer reporting agencies (e.g., credit bureaus), as well as other various materials we may use to provide an appropriate recommendation or to fill a service request.

Security of Your Information: We restrict access to your nonpublic personal information to those employees who need to know that information to service your account. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your nonpublic personal information.

Information We Disclose: We do not disclose the nonpublic personal information we collect about our customers to anyone except: (i) in furtherance of our business relationship with them and then only to those persons necessary to effect the transactions and provide the authorized services (such as broker-dealers, custodians, independent managers etc.); (ii) to persons assessing our compliance with industry standards (e.g., professional licensing authorities, consultants, etc.); (iii) our attorneys, accountants, and auditors; or (iv) as otherwise provided by law.

We are permitted by law to disclose the nonpublic personal information about you to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative or marketing services on our behalf or for joint marketing programs). These third parties are prohibited to use or share the information for any other purpose.

Former Clients: If you decide to close your account(s) or become an inactive customer, we will adhere to our privacy policies, which may be amended from time to time.

Changes to Our Privacy Policy: In the event there were to be a material change to our privacy policy regarding how we use your confidential information, we will provide written notice to you. Where applicable, you would be given an opportunity to limit or opt-out of such disclosure arrangements.

Questions: If you have questions about this privacy notice or about the privacy of your customer information call our main number 510-835-8300 and ask to speak to the Chief Compliance Officer.

SECURITIES OFFERED THROUGH FOLIO INSTITUTIONAL, MEMBER SIPC AND FINRA – FOLIO AND GLOBAL INVESTMENT COMPANY ARE NOT AFFILIATED

Compliance Info

Securities products and services are offered through Goldman Sachs Advisor Solutions — Charles Schwab & Co., Inc, — Member FINRA/SIPC and Interactive Brokers — Member FINRA/SIPC. — and are subject to investment risk, including the possible loss of principal.

Global Investment Company is registered as an investment adviser with the state of California.
The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.
All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. BrokerCheck