Global Opportunistic Investment LLC

www.goi-ria.com

goi, pronounced joy, is a new Registered Investment Advisor (RIA) focused on global multi-class asset management. We serve as an investment fiduciary to affluent families and their businesses. Our founder and Chief Investment Officer, Rakesh Khilnani, brings 29+ years experience in asset management to the firm. We custody our client assets at Charles Schwab, Interactive Brokers, and Millennium Trust. Our technology partners include Addepar for performance reporting, Right Capital for financial planning, and Hidden Levers for risk stress testing. Our experience, global focus, top level custodians, and state-of-the-art technology, provides our clients with a unique investment management and planning solution, wrapped in joy.

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goi, pronounced joy, is a new Registered Investment Advisor (RIA) focused on global multi-class asset management. We serve as an investment fiduciary to affluent families and their businesses. Our founder and Chief Investment Officer, Rakesh Khilnani, brings 29+ years experience in asset management to the firm. We custody our client assets at Charles Schwab, Interactive Brokers, and Millennium Trust. Our technology partners include Addepar for performance reporting, Right Capital for financial planning, and Hidden Levers for risk stress testing. Our experience, global focus, top level custodians, and state-of-the-art technology, provides our clients with a unique investment management and planning solution, wrapped in joy.

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Country

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State

Florida

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City (Headquarters)

Miami

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Employees

1-10

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Founded

2022

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Social

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Potential Decision Makers

  • Founder and Chief Investment Officer

    Email ****** @****.com
    Phone (***) ****-****

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