Glovista Investments LLC
Glovista Investments LLC is a Registered Investment Adviser established in 2007, offering portfolio management services through separately managed accounts and private funds. The firm specializes in Global Tactical Asset Allocation and Emerging Markets strategies. Clients may grant discretionary authority for investment management, with fees typically based on a percentage of assets under management. Qualified clients may also be subject to performance-based fees. Glovista does not have custody of client funds, which are held with independent custodians. The firm conducts annual reviews of client accounts and provides quarterly reports. Proxy voting is done in the client's best interest, with conflicts of interest addressed appropriately. Glovista compensates solicitors for client referrals and does not engage in cross transactions between clients. The firm follows a Code of Ethics and complies with regulatory requirements. Glovista does not have any disciplinary history and maintains financial stability. Clients can request information on proxy voting and how the firm voted on proxies. Glovista does not engage in class-action lawsuit participation or prepayment of fees. For more details, contact Glovista Investments LLC at (212) 336-1540 or visit www.glovista.net.
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