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Global Investment Company (GIC) delivers holistic financial planning, offering life and health insurance, investment management, and fiduciary consulting. As a Registered Investment Advisor, GIC crafts socially responsible financial solutions, enabling clients to align investments with personal values and long-term objectives through integrated ethical strategies. Their technical approach emphasizes comprehensive financial oversight and tailored portfolio construction for diverse client needs.
Founded in 1984, GIC began with insurance services before transitioning to a Registered Investment Advisor model by 1992. This evolution stemmed from an insight to provide clients with socially responsible portfolios that reflected their values. Founder Cathy Jackson reinforced this commitment in 2007 by becoming an Accredited Investment Fiduciary Advisor, underscoring transparency and a client-first approach.
GIC serves individuals, businesses, executives, credit unions, non-profits, municipalities, and public agencies. The company's vision focuses on fostering community-driven, sustainable financial solutions. Its active involvement in Public Banking initiatives with local governments demonstrates a dedication to building lasting legacies and empowering communities through responsible financial stewardship.
Global Investment has 1 tracked investment across 1 company. The latest tracked deal is $6.5M Seed / Series A in Ambi in December 2018.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Dec 18, 2018 | Ambi | $6.5M Seed / Series A | — | NXT Ventures, Steigen |