Global Investment Solutions, LLC
Fort Worth, United States (US) · Finance and Banking
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Global Investment Solutions is a registered investment advisor based in Irvine, California, providing tailored portfolio management solutions to individuals, retirement plans, and corporate entities.We offer a multi-strategy approach, combining passive and active management techniques to align with each investor’s risk and return objectives.
Overview
We offer a multi-strategy approach, combining passive and active management techniques to align with each investor’s risk and return objectives. Our investment philosophy centers on objective risk and opportunity management, utilizing market data to identify opportune moments for portfolio adjustments – whether to become more opportunistic or defensive.
Founded in 1984 by Roger Kliminski, Global Investment Solutions leverages over 40 years of investment experience, prioritizing client understanding and comfort through an educational approach. We manage assets utilizing mutual funds and individual securities, and are committed to delivering results based on a deep understanding of market dynamics.
Contact Details
Fort Worth, United States (US)
+1
Company Type
Private Limited Company
Employees
2-10
Categories
Services
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