Firm History

Our founders, Don Callaghan and Curt Thompson, are pioneers of the Outsourced Chief Investment Officer (OCIO) model, building the first OCIO firm ever to over $20 billion in assets under management. From this history of innovation, Global Strategic NextGen OCIO is the next stage of evolution for the OCIO space, serving institutions and high-net worth families, making our firm one of the fastest growing investment advisory firms in the country.

Global Strategic is 100% employee-owned and operated. As our client, you receive personalized, quality service and a true partnership. From the very beginning of our relationship, your dedicated client service team will stand by you and work with you through any scenario. Our consulting team members average more than 25 years of industry experience and are ready to leverage that knowledge to help meet your needs.

We have no parent, affiliations, or subsidiaries, and we’re not involved in any joint ventures or business partnerships.  We also don't create any proprietary products. This means we are a conflict-free and independent; in other words, our clients are our sole focus. Your NextGen OCIO team strives to make sure you always receive exactly what you deserve - the best service and investment outcomes possible.

Firm Leader Experience (1991-2021)