GLOBAL TRUST

Overview

Global Trust is an SEC‑registered advisory firm that manages a mixed client base of individuals, families and institutions. The firm charges fees as a percentage of assets under management and runs both discretionary and non‑discretionary portfolios, with an emphasis on publicly traded equities and exchange‑traded products. Its investment approach combines broad equity exposure with cash and short‑duration fixed income for liquidity management; the presence of a large short‑term Treasury ETF position on its 13F indicates a bias toward interest‑rate sensitive cash management alongside core equity allocations. The firm also uses third‑party managers for real estate allocations and supplements portfolios with mutual funds and corporate debt to meet income and diversification objectives. Global Trust’s stated advisory activities include portfolio management for individuals, small businesses and institutions. The firm lists accounting among its business activities, which suggests in‑house or affiliated capability to coordinate tax and reporting considerations with investment decisions.

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Location & Offices