Global Trust

Overview

Global Trust is an independent, individually owned registered investment adviser founded in 2008 that manages portfolios for high-net-worth individuals, families and institutional clients. The firm charges fees as a percentage of assets under management and provides portfolio management services for individuals/small businesses as well as for businesses or institutions. Its regulatory filings identify business activity as "Accountant," and it is not registered as a multi-state adviser or an active ESG investor. Global Trust's stated investment preference is equities, with exchange-traded securities representing a central part of its investable universe. The firm uses third-party managers for certain alternative exposures and supplements equity allocations with mutual funds and corporate debt for income and diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices