Glovista Investments Asset Management LLC

Glovista Investments Asset Management LLC, based in Jersey City, NJ, specializes in investment strategies focusing on emerging markets equity securities. Established in 2022, the firm offers discretionary portfolio management services primarily through its Fundamental Emerging Markets Equity Strategy. This strategy aims to generate alpha through security selection, minimize drawdowns, and provide core exposure not overly tilted towards a specific style. The firm manages client accounts based on these strategies, with fees typically ranging from 0.50% to 1.50% of assets under management, billed monthly or quarterly. Glovista does not participate in wrap fee programs and has assets under management totaling $151,040,000 as of July 31, 2023. The firm does not charge performance-based fees and does not have any disciplinary history. Clients may grant the firm discretionary authority over their investments, and the firm encourages clients to review account statements for accuracy. Glovista does not engage in soft dollar arrangements and has a Code of Ethics in place to prevent conflicts of interest. The firm does not have custody of client funds and securities, and clients receive account statements from an independent custodian at least quarterly. Glovista does not collect fees in advance exceeding $1,200 or take custody of client funds. The firm is currently in negotiations to transfer client accounts to an independent third-party investment manager pending regulatory approvals.