Services

• Business Consulting


• Employer Benefits


• Fiduciary Assessments


• Financial Planning


• Investment Advisory


• Financial Analysis and Due Diligence


• Investment Policy Development and/or Review

Financial Consulting

Acting as a Financial Advisor and Investment Fiduciary, we share the fiduciary responsibility for hundreds of millions of retirement plan assets. We actively manage millions for individual clients and conduct plans to insure long-term strategies are parallel to established goals.

Our business is by referral only by an existing client or through our website. The best client delivery methods are established with the client, and the services are delivered within our framework as an Investment Fiduciary, Consultatively-Strategic, and a Performance, and Service Oriented Advisor. Being an independent firm allows for us to provide independent and unbiased financial advice by focusing entirely on our clients' customized solutions. We have established working relationships with a number of industry-leading financial services firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.

Business Development

We conduct strategic planning in all aspects of business management including financial, infrastructure development, public bank feasibility, outreach and growth strategies so that you can more efficiently and effectively reach your corporate and organizational goals.

Financial Education

Global has been conducting financial literacy workshops and materials for more than 30 years. Our fiduciary literacy education has shared with retirement plan administrators and other investment stewards, retirement plan participants, community non-profit organizations and educational institutions. We deliver information through one-on-one consultation, classroom instruction and published media such as newspaper columns and community radio shows.