Global Investment Capital LLC

The firm provides discretionary portfolio management and financial planning primarily for high‑net‑worth individuals and business entities, and it also accepts pension or profit‑sharing plan clients. Services include tailored Investment Policy Statements, ongoing portfolio monitoring, and access to a broad set of investments such as mutual funds, ETFs, real estate funds (including REITs), private placements, venture capital and annuities.

The firm’s investment process combines multiple analytic methods — including fundamental, quantitative, technical, cyclical analysis and modern portfolio theory — and it implements both long‑ and short‑term trading strategies while documenting client risk tolerances in written Investment Policy Statements. It generally seeks discretionary trading authority and states an allocation policy intended to treat clients equitably when investment opportunities are limited.

Distinctive features disclosed in the brochure include the principal’s outside business activities as a licensed insurance professional and as an affiliated real estate agent with a brokerage, and operation of a separate fractional family office business that serves clients typically with $10 million or more in assets; these outside activities and services are disclosed as potential conflicts of interest. The firm’s client mix — focused on HNW and corporate/pension clients and not on mass‑market individual clients — and its offering of private and real‑estate‑related investments distinguish it from many solo independent advisers.