Overview

Global Capital Strategies LLC is a Registered Investment Adviser and has locations in Miami, New York, and San Francisco. Our RIA began in earnest in January 2018, having broken away from a large firm. We are seeking a suitable continuity partner, successor, or merge opportunity. We primarily are a portfolio management shop but also provide wealth management and financial planning services to our clients. We have a 16 year disciplined, documented, and market beating investment selection process and would like to connect with like minded Advisers. Ideally, we would like to partner with Advisers that are located in the cities mentioned above but would have an open mind to other locations. A fiduciary mindset with a disciplined, process oriented philosophy would be key. Our advisers have backgrounds from Goldman, BofA, Wells Fargo, and RBC. We presently custody with BNY | Pershing and are open to a multi custodian situation. Looking forward to hearing from you.

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within 6 months

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