Global Strategic Investment Solutions (GSIS) offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. GSIS creates an Investment Policy Statement outlining the client’s situation and constructs a plan to select a suitable portfolio. GSIS may also direct clients to third-party investment advisors. GSIS generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, interval and tender offer funds, venture capital funds and other private equity funds.
Fee Structure
GSIS provides customized investment solutions, and the advisory fee is individually negotiated, generally ranging between 0.15% and 0.70% of the value of your portfolio. The annual fee is subject to a $25,000 minimum. A separate fee may be negotiated for additional project-based services including support of externally-held investment assets such as legacy private market investment interests.