Assets Glocalization Unicorns

Who We Are

A.G.U
About

Who we are

Client-Centric Approach to Wealth Management

At Assets Glocalization Unicorn, we are committed to putting our clients first by thinking and acting independently to find innovative, data-driven investment solutions. Our client-focused philosophy drives us to provide tailored investment solutions, exceptional service, and distinctive insights to help you achieve your financial goals. We leverage our experience, personalized approach, and commitment to serving our clients to craft customized wealth management strategies that address your unique needs, risk tolerance, and objectives. Our experienced team works closely with you to monitor your portfolio and make adjustments as needed, ensuring that your investments remain aligned with your goals. Our dedication to client satisfaction sets us apart in the industry. We are committed to providing the highest level of service and support, always acting in your best interests. Our fee structure is designed to promote your success, with transparent pricing and no hidden costs. By combining our innovative, data-driven investment approach with our client-centric philosophy, Assets Globalization Unicorns offers a unique value proposition in the wealth management space. Trust us to help you navigate the complexities of investing and achieve the financial future you envision.

Who we serve

Private Investors
Institutional Investors
Small- to Mid-Sized Business Retirement Plans

Our Culture

Our distinctive approach prioritizes your needs, minimizing conflicts of interest. By separating sales and service roles, we ensure our team focuses on delivering superior support without pushing additional products. This commitment to client service not only benefits you but also creates an exceptional workplace for us.

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Our foundation

Mission, Vision & Core Values

A clear sense of purpose guides every decision we make at Assets Glocalization Unicorn. Our mission, vision, and values are not marketing statements—they are the standards we measure our daily work against.

Our Mission

To empower investors with thoughtful, research-driven strategies and clear guidance so they can pursue long-term financial independence with confidence and clarity.

Our Vision

To be a trusted global partner for individuals, families, businesses, and institutions seeking a disciplined, client-first approach to wealth creation, preservation and stewardship across generations.

Our Values

We are guided by integrity, transparency, discipline, and service. We believe investors deserve honest communication, measurable accountability, and a partner who is willing to do the hard work of thinking independently on their behalf.

5.0

A.G.U

Unparalleled Service that elevates your experience

Why choose us?

Engineered to prioritize your best interests.

Since our inception, we have embraced a unique approach to investment management because it benefits our clients. Our business model prioritizes your needs. We separate service, sales, and portfolio management roles to ensure you work with focused specialists. This structure allows us to provide dedicated and personalized attention at every stage.

Assets Glocalization Unicorn has a long-standing commitment to acting in our clients' best interests by independently seeking innovative, data-driven investment solutions. Our unique combination of experience, personalized service, and dedication to client satisfaction distinguishes us in the industry. We focus on helping you achieve your financial goals through customized money management, exceptional client service, distinctive insights, and a fee structure designed to promote your success.

Growth

We maximize the quality of service for every client.

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How We Stand Apart

Client Centric Culture.

When compared to other investment firms, you'll find that we take a distinctly different approach. This isn't just for the sake of being different, but rather because we believe it truly matters for our clients. Our entire business has been thoughtfully designed to provide superior service and minimize any potential conflicts of interest that could arise. By putting our clients first in everything we do, we aim to set a new standard in the industry and help our clients achieve their financial goals with confidence.

How we invest

A disciplined, research-driven investment philosophy

Our philosophy combines top-down insight into global markets with bottom-up analysis of individual opportunities. The goal is not to chase trends, but to construct portfolios that are resilient, purposeful and aligned with your long-term goals.

Understand your objectives

Every relationship begins with listening. We spend time understanding your current position, risk tolerance, time horizon, income needs, and legacy intentions so that any recommendation we make fits the reality of your life—not an abstract profile.

Set the strategic allocation

We then determine an overall allocation across major asset classes that reflects your objectives and the broader market environment. This framework guides how much risk we believe is appropriate for you to take.

Select and monitor investments

Within that framework, we identify specific positions we believe offer attractive risk-reward characteristics. We monitor these holdings continuously, making adjustments as data, prices and macro conditions evolve.

Communicate clearly and often

Throughout the process, you stay informed. We believe investors make better decisions when they understand the “why” behind their portfolio. Our team explains positioning, risk, and performance in clear, direct language.

Stewardship

Risk management, oversight and accountability

Effective wealth management is not only about returns—it is about managing risk responsibly over market cycles. At Assets Glocalization Unicorn, we treat risk as something to be understood, measured and actively managed.

Structured decision-making

Investment decisions are made within a defined framework rather than on impulse. We document our rationale for major moves and regularly revisit assumptions as new information emerges.

Diversification & liquidity

Portfolios are designed with diversification and liquidity in mind, helping clients stay invested through volatility while still having access to capital for important life events and opportunities.

Transparent client reporting

We believe in straightforward reporting and open dialogue. You should always understand how your assets are allocated, how they are performing, and how our decisions connect back to your stated objectives.

Working with us

Who we partner with and how to begin

Whether you are an individual investor, a family office, a business owner, or an institutional decision-maker, our role is to help you navigate complexity with structure and clarity.

Who we typically serve

We work with a broad spectrum of investors, including professionals, retirees, entrepreneurs, business retirement plans and institutional clients seeking a disciplined partner. Many of our relationships begin when investors are at an inflection point—approaching retirement, restructuring assets, or seeking a more intentional strategy for long-term capital.

How to get started

Starting a conversation is simple. You can contact us through our Contact page, request more information about wealth management, or explore our Business 401(k) Services and Institutional Investing capabilities. From there, we will arrange a focused discussion around your objectives and next steps.

TESTIMONIAL

What our Clients '
say of us

Client Confidence

Golan Adam Investment consultant

“Working with Assets Glocalization Unicorn has given me complete confidence in my financial future. Their personalized approach and commitment to my success have been invaluable. I highly recommend their services to anyone seeking a trusted partner in wealth management.”

Tailored Success

Golan Adam Investment consultant

“Partnering with Assets Glocalization Unicorn has been a transformative experience for my financial journey. Their team genuinely cares about my goals and consistently goes above and beyond to ensure I feel supported and informed. I trust them completely to manage my investments, and I appreciate their commitment to transparency and integrity. I can't recommend them enough!”

Great agency

Golan Adam Investment consultant

“Working with Assets Glocalization Unicorn has been the key to my financial success. Their tailored approach and commitment to helping me achieve my unique goals have been invaluable. I highly recommend their services to anyone seeking a trusted partner in wealth management.”

Exceptional Guidance

Golan Adam Investment consultant

“ Since partnering with Assets Glocalization Unicorn, I have experienced exceptional guidance tailored to my financial aspirations. Their team took the time to understand my unique situation and crafted a strategy that has made a significant difference in my investment journey. I wholeheartedly trust them to help me navigate my financial future.”

LEARN MORE

Financial solutions
customized for you.

Discover why 155,000 clients* trust Assets Glocalization Unicorn to manage their investments and how we can assist you in achieving your financial goals. Our comprehensive approach ensures that you receive the guidance and support necessary to make informed decisions for your future.

*As of 7/1/2024
New to Assets Glocalization Unicorn? Contact Us.

Who We Are