About Us 

"We have been offering ideas with vision and extraordinary service since 1987." -- Cathy Jackson-Gent, CEO

We understand the importance of choosing the right financial professional to help you plan your financial future and attain your financial goals. By choosing Global Investment Company, we believe you are making the right choice.

Core Services

-  Business Consulting

-  Employer Benefits

-  Fiduciary Assessments

-  Financial Planning

-  Investment Advisory

-  Investment Analysis and Due Diligence

-  Investment Policy Development and/or Review

Who We Are

Global has been conducting financial literacy for more than 20 years. Our fiduciary literacy education has been exposed to retirement plan administrators and other investment stewards, retirement plan participants, community non-profits and educational institutions. The modes of communication are through one-on-one consultation, classroom instruction, and published media such as newspaper columns and community radio shows.

As CEO and an Investment Advisor Representative, Cathy Jackson-Gent founded Global Investment Company in 1987. Global provides business consulting and customized wealth management services for financial institutions, businesses and individuals.

Headquartered in the heart of Downtown Oakland, our Global Team of outside Expert Advisors network enables us to achieve the highest quality client service in an efficient manner. Our purpose is to make it possible for investors and fiduciaries to make financial and business decisions, which provide the best promise for a healthy relationship and prosperous future.



Financial Consulting

Acting as a Financial Advisor and Investment Fiduciary, we share the fiduciary responsibility for more than $370 million of retirement plan assets. We actively manage millions in clients’ assets and conduct plans to insure long-term strategies are parallel to established goals.

With high regard for the relationships we develop with our clients, our business is by referral only by an existing client or through our website. Developing a personal relationship with each and every one of our clients it is vital to develop appropriate vehicles and strategies and to achieve target goals.

The best client delivery methods are established with the client, and the services are delivered within our framework as an Investment Fiduciary, Consultatively-Strategic, and a Performance, and Service Oriented Advisor. Being an independent firm allows for us to provide independent and unbiased financial advice by focusing entirely on our clients' customized solutions. We have established working relationships with a number of industry-leading financial services firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.

Business Development Consulting

We conduct strategic planning in all aspects of management-financial, infrastructure development, outreach and growth strategies so that you can more efficiently and effectively reach your corporate and organizational goals. 

Education

Global has been conducting financial literacy for more than 20 years. Our fiduciary literacy education has been exposed to retirement plan administrators and other investment stewards, retirement plan participants, community non-profits and educational institutions. The modes of communication are through one-on-one consultation, classroom instruction, and published media such as newspaper columns and community radio shows.

If you would like more information please send us an email!

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Cambridge Investment Research Advisors, Inc., Registered Investment Advisor. Global Investment Company and Cambridge Investment Research, Inc. are not affiliated.

Information relating to securities is intended for use by individuals residing in the following states: California, New York, and Arizona only. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined.