Global Trust

Global Trust Asset Management, LLC, established in 2007, offers investment management, tax planning, estate planning, and retirement planning for individuals, corporations, trusts, and other entities. The firm is fee-only, managing approximately $440,463,318 in client assets as of December 31, 2024, with a focus on individualized asset management services. Global Trust utilizes a variety of investment strategies, including exchange-traded options strategies, with a goal of adding 2 to 4% of additional return. The firm's investment philosophy emphasizes market efficiency, asset allocation, diversification, and low costs. Clients can expect continuous account reviews triggered by various events, annual performance evaluation reports, and ongoing retirement plan consulting and asset management services. Global Trust charges an annual management fee based on assets under management, with negotiable fees and account minimums. The firm does not charge performance-based fees and acts as a fiduciary for clients. Clients have the option to direct brokerage, with the firm using Fidelity and Charles Schwab for transactions. Global Trust does not vote proxies on behalf of clients and has no financial conditions that would impair its ability to meet obligations.