Global Capital & Equity

Specialties

— Investment Management

— Self Directed IRA

— Financial Planning

— College Planning

— Oil & Gas

— Partnerships (Private Placement)

— NUA

— Pre-​exit Planning

— Corporate Cash Management

— Domestic and International Project Financing

— Private Placement for Qualified Investors

— Land Banking

— Forex

— Brokerage Solutions (Syndicate Products, Cash Equivalents)

— Equity Compensation Solutions (Rule 144/10b5−1 Trading Plan, Block Trading, Hedging, Monetization, Managed Portfolio Products)

— Sec. 16(a).

We tailor diversified, comprehensive investment plans for individuals and corporations according to their needs. We incorporate hard assets (i.e., real estate) to hedge against inflation, give stability to the portfolio and bring growth. We can use qualified money for hard asset investments to continue the tax advantages.

History

Established in 2008.

We created our company after experiencing the tendency of large organizations to become more standardized and rigid in their service delivery. We’ve retained the flexibility it takes to truly respond to and meet customer needs, which is at the core of our success.

Our clients look for innovation and «build to suit» programs that meet their specific needs. We will continue on our path of fostering an entrepreneurial culture while focusing on our core competencies, and we look forward to meeting the constantly changing needs of customers in the evolving market climate.

We rely heavily on our own insight and view of market trends. We ask ourselves where the market is going and what will people’s needs be along with what kind of challenges are individuals and organizations facing now and in the future. Leaders in the marketplace are those with foresight into these trends, and we have amassed a team of exceptionally forward-​thinking individuals to execute these new ideas.

Meet the Business Owner

Jose P.

Business Owner

Mr. Jose P. is the founder, President and CEO of Global Capital & Equity based in California. He provides client-​tailored financing and investment strategies to maximize project cash flow while minimizing financial risk through innovative risk mitigation strategies. He specializes in Wealth Management, Pre-​Exit/​Transition Planning, Equity Compensation Solutions (Rule 144/10b5−1 Trading Plan, Block Trading, Hedging, Monetization, Wealth Management Solutions, Managed Portfolio Products, and Portfolio Management) and Land Partnership Private Placement in the U.S., and Private Placements in Europe.

Additionally, he has over 12-​year experience in financial project management, consulting, and financial engineering in the public and private sector for various industries. He has extensive experience in international financial transactions and custom engineered selected Private Placement and Forex investments including currency exchange trading.