Business Information
Our founders, Don Callaghan and Curt Thompson, are pioneers of the Outsourced Chief Investment Officer (OCIO) model, building the first OCIO firm ever to over $20 billion in assets under management. From this history of innovation, Global Strategic NextGen OCIO is the next stage of evolution for the OCIO space, serving institutions and high-net worth families, making our firm one of the fastest growing investment advisory firms in the country. Global Strategic is 100% employee-owned and operated. As our client, you receive personalized, quality service and a true partnership. From the very beginning of our relationship, your dedicated client service team will stand by you and work with you through any scenario.

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