Global Value Investment Corporation

RIASEC RegisteredEst. 2021
Total AUM
$226M
Discretionary
$224M
99% of AUM
Avg account
$419K
Accounts
539
Employees
11
Advisory reps
7

Firm details

Headquarters
Milwaukee, Wisconsin
CRD number
144260
Registered since
April 30, 2021
Website
gvi-corp.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI69.84%
  • Individuals15.84%
  • Other Investment Advisers10.14%
  • Corporations / Businesses2.69%
  • Pension & Profit Sharing Plans1.01%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Global Value Investment Corporation is an SEC-registered corporate adviser (registered in 2021) that operates as a hedge-fund-style investment manager owned by an individual. The firm serves both individual/family clients and institutional investors, and it provides portfolio management across direct accounts and pooled vehicles. Its stated advisory activities include managing portfolios for individuals and small businesses, running pooled investment vehicles, and advising businesses or institutions. Fee arrangements combine a percentage-of-AUM component with performance-based fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 33%, Non-Investment Grade Corp Bonds 32%, US Government Bonds 20%, Cash & Cash Equivalents 9%, Non-Exchange Traded Equities 4%, Public Funds/Mutual Funds 2%33%
  • Exchange Traded Equities33%
  • Non-Investment Grade Corp Bonds32%
  • US Government Bonds20%
  • Cash & Cash Equivalents9%
  • Non-Exchange Traded Equities4%

Owners & executives

3 of 3
  • Jeffrey Geygan

    Jeffrey Geygan

    President, CEOCRD 1705630

  • James Geygan

    James Geygan

    COO and Senior Vice PresidentCRD 5156746

  • Stacy Wilke

    Stacy Wilke

    Chief Financial Officer & Chief Compliance OfficerCRD 7350376

Contacts

3 of 4

  • Kathy Geygan

    Vice PresidentCRD 7884665

  • Shawn Rice

    DirectorCRD 5374223

  • Thomas Molosky

    Thomas Molosky

    Vice President, AdvisoryCRD 5950159

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$393K in ETFs

Passive

100%

$393K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF (SHYG)BlackRockPassiveHigh Yield Bond$393K9,069100.00%

Location

Primary office

Milwaukee, WI

Milwaukee

Location

Milwaukee, WI

Headquartered in Milwaukee, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.

Metro area
Milwaukee-Racine-Waukesha, WI
Region
Midwest
County
Milwaukee
Address
1433 N Water St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth