Global Investment Solutions

GIS evaluates managers through a due-diligence process that emphasizes boutique and sub-$1B funds overlooked by large consultants. The firm prioritizes on-site operational reviews, audited track records, and alignment of terms, given the illiquidity common in the credit and real estate strategies it favors.

It operates as a separately managed account platform. Rather than pooling client capital into proprietary commingled vehicles, GIS constructs segregated manager rosters for each client. This gives institutions and family offices the ability to tailor liquidity profiles and concentration limits independently.

No. The firm does not run proprietary alpha strategies, which distinguishes it from asset managers that blend in-house funds with third-party selections. GIS acts solely as a selector, which eliminates the conflict that arises when a platform must choose between its own product and an external manager.

The firm serves small to mid-sized institutions, family offices, and high-net-worth individuals who require institutional-grade manager access but lack a full internal investment staff. Its ADV filings reflect a stable client base in these categories, with no mass-retail or large public pension concentration.

Since many underlying managers operate in private credit and real estate, liquidity terms are built into the portfolio construction from the start. GIS structures client portfolios to match cash-flow needs with redemption schedules, often using a barbell approach that pairs longer-duration private allocations with more liquid hedge fund or opportunistic sleeves.