Global Capital Strategies (“GCS”), began operating as a Registered Investment Adviser (“RIA”) in 2018. Our firm traces its roots back to 2001, when we affiliated with Wells Fargo Advisors as an independent investment advisory practice. The founder, Rakesh Khilnani, has over 26 years of experience in financial services including over 19 years’ experience as a Portfolio Manager. The investment team also includes Joseph Lesko and Rajeev Dhillon, who are Directors and Wealth Strategists with 18 years and 16 years of financial services experience, respectively. Jovani Hinkson is our Operations Manager with a 10-year background in operations and banking. Our team brings together experience gleaned from Goldman Sachs, JP Morgan, Wells Fargo, Deutsche Bank, RBC, and Emirates NBD.
There are three principles that drive us. Firstly, and most important, is our fiduciary duty to our clients. Client first – always, is our credo. As such, we have seperated the functions of Asset Management, Custody of Assets, and Performance Reporting. Thereby, providing clients with investment advice in a fiduciary capacity, separated and secure custody of assets, and independent and transparent reporting of performance. Secondly, we have a Global and multi asset class approach to investing. As almost half of the world’s economy lies outside of the United States, we scour the planet for opportunities, whether it be in Equities, Fixed income, Commodities, or Alternatives. Thirdly, we are dynamic and flexible. We adapt to changing investment environments and client needs. When tactically necessary, we take reverse market exposure; thereby, seeking golden opportunities at tops and bottoms of markets. As our aim is to be the most trusted adviser to our clients, working with our network, we provide our clients with introductions to sources of capital from Banks and Private Capital.
This trifecta is contributes to engaged clients, diversified portfolios, and risk-adjusted, long-term benchmark leading returns* that contribute to the increased probability of attainment of each client’s goals. Our logo was inspired by these key principles.
* Reference: GCS Focus Portfolio performance