Assets Glocalization Unicorns
A leading provider of Investment and Wealth Management services

Who We Are

Who we are

Client-Centric Approach to Wealth Management

At Assets Glocalization Unicorns, 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.
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 Unicorns 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.
TESTIMONIAL

What our Clients '
say of us

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Financial solutions
customized for you.

Discover why 155,000 clients* trust Assets Glocalization Unicorns 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 Unicorns? Contact Us.
Our Team

Meet Our Professional
Team of Specialists

Martin Emilia
Vice Chairman, Co-Chief
Investment Officer
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Alice Genesis
Executive Vice President
Portfolio Management
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Sophie Alice
Senior Vice President of Research
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