About Global Fund Management
With 20 years of risk management focus, we work with individuals who are searching for alternatives to the traditional buy and hold strategy that left many investors at a deficit over the last 11 years. With offices in both Carmel, IN, and Rolling Meadows, IL, we help retirees and pre-retirees with independent, fiduciary financial planning for their retirement. We are a leader in providing high quality, low risk private wealth managers, as well as safe and secure (fixed) accounts for our clients.

The Global Fund management Mission
Provide Security, Value & Peace-of-Mind
We strive to provide our clients with unwavering financial peace of mind and confidence in their retirement strategies, despite the unpredictability of major life changes and global market volatility.
As retirement specialists, our primary focus is reducing unnecessary volatility so that we can provide stability for our clients.
We pride ourselves on our commitment to lifelong client relationships, our full disclosure and transparency.
Global Fund Management Services
Offering a Disciplined Approach to Investing
At Global Fund Management LLC, we believe that capital preservation is the cornerstone to wealth management.
Our wealth preservation strategies are designed to help you reach your financial goals. Although investment vehicles may change from time to time, we utilize a variety of fixed accounts, as well as high quality private wealth managers of both bond funds and equity portfolios that are designed to limit downside risk and reduce volatility while still attempting to yield return.
We believe that having a detailed, well thought out retirement plan is critical in achieving a successful, worry-free retirement. Our thorough, comprehensive planning process allows us to address all of your retirement concerns, including protection from market volatility, income planning, retirement goals, legacy planning, tax planning, and most importantly, peace of mind.
We take pride in understanding your individual needs and goals, and form lasting relationships with our clients so that we can continue to provide a high level of service as their needs change. We reduce risk and provide stability to protect you from the “unknowns” in life. This predictability allows us to implement sustainable retirement income plans to protect your lifestyle from the unexpected.