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Goi

Updated today

Client assets under management

$108,182,736

Clients

58

67% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

29

Low

Average account size

$1,865,220

About

Global Opportune Investments (goi) is an SEC‑registered adviser managing about $111.3 million for roughly 58 clients, offering discretionary and non‑discretionary investment management alongside financial planning and coordinated estate‑planning services. The firm works with individuals, high‑net‑worth clients, families, trusts, foundations, partnerships, businesses and retirement accounts and may include private equity, hedge fund, options and ETF exposures in client portfolios.

goi combines quantitative, fundamental and technical analysis and uses algorithmic screening to run a suite of model strategies (for example Established Growth/Value, Disruptors+, Blend, Six Pack, Focus, Dynamic ETF and Fixed Income) that are monitored daily and rebalanced periodically. Portfolios are typically long‑term in orientation but the firm may trade tactically, including in international markets, to implement its strategy and manage risk.

Compared with many peers, goi emphasizes global exposure — client portfolios generally include both domestic and international markets and the firm’s strategies and trading capability explicitly accommodate international securities — a feature that aligns with the firm’s notable non‑U.S. client relationships. The firm also documents use of concentrated, algorithm‑driven strategies and a third‑party estate‑planning arrangement (Estate Guru) that can generate separate fees, which the brochure discloses as a potential conflict to be managed.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Private / alternative investments Concentrated stock management Tax-loss harvesting General estate planning guidance

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

Estate planning services: Basic Will Package Individual $500, Married $1,000; Trust Package $1,400; Real Estate Retitling $200 per property; Amendments $300-$400

Percentage

$0 - $500,000: Varies by strategy: 2.00% down to 1.00% depending on investment objective/risk target $500,001 - $1,000,000: Varies by strategy: 1.50% down to 0.75% depending on investment objective/risk target $1,000,001 - $5,000,000: Varies by strategy: 1.00% down to 0.50% depending on investment objective/risk target $5,000,001+: Varies by strategy: 0.50% down to 0.25% depending on investment objective/risk target

Other

Account minimum: $1,000,000 Fee-only: Quarterly in advance, tiered schedule with rates from 2.00% to 0.25% annually depending on assets and strategy

Main office location

Goi

801 Brickell Avenue, 8 Th Floor

Miami FL 33131, United States

Number of offices

3

Most active in

California · Florida · New York · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ariana S

Series 65

Miami, FL

Goi

Ariana Sher is a financial advisor at Goi with a Series 65 designation and two years of industry experience. She has worked at Global Opportune Investments LLC since 2023 and has held roles at several firms including Global Strategy Group and NMBL. Outside of her advisory work, she is also involved in real estate sales as a licensed salesperson with Douglas Elliman. Global Opportune Investments provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, families, and institutions. The firm employs a quantitative, algorithm-driven investment process across multiple asset classes and serves a diverse client base including non-U.S. clients and business-style entities.

Active portfolio management Private / alternative investments Concentrated stock management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
user avatar

Rakesh K

Series 63, Series 65

Miami, FL

Goi

Rakesh Khilnani is a financial advisor at Goi with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors Financial Network, Cantella & Co., and Global Capital Strategies. Outside of his advisory role, he is President of Khilnani Wealth Management LLC, which manages his personal investments, and is involved as an owner and partner in real estate investment entities. Goi provides discretionary and non-discretionary investment management and financial planning services to high-net-worth individuals, families, trusts, and institutions, managing portfolios with a quantitative, algorithm-driven approach across multiple asset classes and global markets.

Active portfolio management Private / alternative investments Concentrated stock management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
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