Advisor at Global Value Investment Corporation
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Firm
Global Value Investment Corporation
Location
Charleston, SC
Credentials
Series 63, Series 65
Industry experience
22 years
Jeffrey Geygan is a financial advisor with Global Value Investment Corporation, holding Series 63 and Series 65 designations and over 22 years of industry experience. He has been with Global Value Investment Corporation since 2007 and currently serves as a board member of Rocky Mountain Chocolate Factory. Global Value Investment Corporation provides discretionary portfolio management for individual and high-net-worth clients, as well as sub-advisory services to other registered investment advisers. The firm’s investment approach focuses on fundamental research to identify undervalued securities, employing a range of strategies including activist and concentrated positions.
Based on Global Value Investment Corporation
Based on Global Value Investment Corporation
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000+: 0.75%
Performance-based fees charged only to qualified clients (net worth > $2,200,000 or assets managed > $1,100,000). Carried interest charged at conclusion of private fund GVP 2021-A, L.P. based on fund performance.
Account minimum: $1,000,000
Charleston, SC
South Carolina · Texas · Wisconsin
Rocky Mountain Chocolate Factory
2024 - Present (2 years)
Global Value Investment Corp. (aka Milwaukee Private Wealth Mgmt
2007 - 2024 (17 years)
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Series 63, Series 65
Charleston, SC
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Series 65
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CFP®, Series 63, Series 65
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CFP®, Series 63, Series 65
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Oak Capital Advisors, LLC
CFP®, ChFC®, Series 63, Series 66
Charleston, SC
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CFA®, Series 63
Johns Island, SC
LCV Advisors LLC
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