Updated:
Global Assets Investment
Global Assets Investment was founded in 1982 as International Assets Advisory, bringing international exposure to retail investors.
Global Assets Investment
Global Assets Investment was founded in 1982 as International Assets Advisory, bringing international exposure to retail investors. Ed Cofrancesco and partners acquired the firm in 2006 through Pecunia Management. The firm operates three entities: International Assets Advisory LLC (broker-dealer), International Assets Investment Management LLC (RIA), and Global Assets Advisory LLC (RIA). The firm's strategy spans custom investment strategies, retirement income evaluation, and access to alternative investments including private credit, real estate, hedge funds, and infrastructure. IAIM manages portfolios for corporate and non-profit defined contribution retirement plans, governmental pension plans, endowments, and foundations. The firm serves private clients, non-profits, credit unions, and corporations across North America and has offices in Palo Alto, Waltham, and London. In 2025, Matthew Lampman became President of International Assets Advisory, working alongside CEO Ed Cofrancesco to oversee more than 160 registered representatives. The firm had reached $3.5B in combined AUM as of Q1 2021 (per the firm). It positions itself as a Main Street firm with Wall Street access, focusing on personal service and transparent dealings. The firm's structural differentiator is its multi-entity architecture: a broker-dealer (IAA) alongside two SEC-registered investment advisors (IAIM and GAA), allowing it to serve both retail advisors and institutions under separate regulatory frameworks while providing a global product suite.
General information
Firm type
Broker-Dealer / RIA
Year founded
1982
AUM
$3.5B (per firm, 2021)
Location
Region
North America
Country
United States
City
Orlando
Corporate office
111 North Orange Avenue, Suite 1000, Orlando, FL 32801, United States
Additional offices
Palo Alto · Waltham · London
Principals
Ed Cofrancesco
CEO
Matthew Lampman
President
Sector focus
Frequently asked questions
Who runs investment decisions at Global Assets Investment?
Ed Cofrancesco serves as CEO of International Assets Advisory and its affiliates, while Matthew Lampman became President in 2025. Investment decisions for managed portfolios are made by IAIM's internal team, and advisors on the platform retain discretion over client accounts.
How does Global Assets Investment source proprietary deal flow?
The firm does not emphasize proprietary deal sourcing in its public materials. It accesses alternative investments through its broker-dealer network and the IAIM asset management platform, offering products from external managers alongside its own managed portfolios.
Is Global Assets Investment structured as a family office or a broker-dealer?
It is a broker-dealer and RIA platform, not a family office. The parent entity, International Assets Advisory LLC, is an independent broker-dealer. Its affiliates International Assets Investment Management and Global Assets Advisory are SEC-registered investment advisors.
Does Global Assets Investment participate in fund commitments or only direct deals?
The firm operates primarily as a platform for financial advisors and institutions, offering access to managed portfolios and alternative investments. It does not publicly disclose direct fund commitments or proprietary direct investments. Its investment banking arm advises on corporate finance, M&A, and valuations.
What investment stages does Global Assets Investment typically target?
The firm does not target specific investment stages in a venture or growth sense. Its asset management focus is on diversified portfolio management across liquid and alternative asset classes, including retirement plans, endowments, and foundations.
Where does the underlying wealth come from that Global Assets Investment manages?
The firm's clients include private clients, non-profit organizations, endowments & foundations, credit unions, and corporations. The wealth origin of its underlying clients is not publicly attributed to any single family or individual.
Does Global Assets Investment maintain philanthropic structures, and how are they separated?
The firm serves non-profit organizations and endowments but does not disclose its own philanthropic foundation or charitable arm in public materials.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: