Global Opportunistic Investment LLC
www.goi-ria.comgoi, 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.
Read moregoi, 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.
Read moreCountry
State
Florida
City (Headquarters)
Miami
Industry
Employees
1-10
Founded
2022
Social
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Founder and Chief Investment Officer
Email ****** @****.comPhone (***) ****-****