Global Investment Solutions provides discretionary asset management and ongoing consulting services to individuals and high-net-worth clients. The firm requires all clients to participate in discretionary asset management, where Global Investment Solutions builds and monitors portfolios based on individual goals, time horizons, and risk tolerance. Various investment strategies are offered, including momentum stock strategies, reversal strategies, high-end bond strategies, asset allocation models, and variable annuity management. In addition to portfolio management, ongoing consulting covers topics such as budgeting, retirement income planning, estate preservation, and insurance needs analysis. Global Investment Solutions operates from Aliso Viejo, California, and was founded in 1997 by Roger Kliminski.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fee will not exceed 2.0% of assets managed and is billed quarterly in advance. Fees may be negotiable.