WHO: Emergent Global Investments is boutique Wealth Management, Investment Management and Financial Planning firm, working with a select group of individual clients on a global basis.
WHAT: We specialize in traditional investments, impact/ESG investments, international, income investing, alternative investments and private equity. We also work with clients interested in charitable giving and other social impact and tax planning strategies.
WHERE & WHEN: We are based in Miami - and we travel the globe. Let's plan on meeting at the right time and place.
HOW: we work with you to create an investment impact for yourself, your family, your business and your community. We build a risk and impact profile and then form an investment policy(s) and objective(s) statement as a guide to reach your single or multiple investment and life goals.
We can open a variety of account types for our clients ranging from taxable, IRA, Roth-IRA, 401k, profit sharing, trust, corporate or other types of accounts as required. We can work with domestic and international clients.
WHY: Because investing is not just about growing your wealth - its about making an impact!