AG Global Advisors LLC

The firm provides tailored investment advisory and portfolio management services to individual and institutional clients, with account relationships limited to clients who meet a multi‑million dollar investable assets threshold. Its client base is largely non‑U.S. residents but also includes a range of institutional and corporate entities.

The adviser does not follow a single proprietary investment strategy; instead it customizes recommendations to each client’s circumstances and typically manages accounts on a non‑discretionary, trade‑by‑trade basis. It does not take custody of client assets and works with third‑party custodial entities, arranging introductions and requiring clients to establish custodial relationships as part of service delivery.

What is distinctive is the unusually broad mix of client types for an independent adviser with its profile — the brochure discloses relationships with sovereign wealth funds, banking and thrift institutions, state and municipal entities, insurance companies, other investment advisers, charities, corporate clients, and pension or profit‑sharing plans — alongside a significant non‑U.S. clientele. The firm also maintains referral arrangements with foreign financial firms and reports the majority of its assets under management as non‑discretionary, a combination that is uncommon among peers.