About Us · Tucson, Arizona
Personal Stewardship. Private Concierge Service
Where this came from
Built by someone who ran things before he planned them
Global Investment Strategies started in Tucson in 2009. It didn’t start in financial services.
Doug McClure spent more than twenty-five years in land development and business turnaround before founding GIS — work where you inherit a situation someone else built, find out which parts contradict each other, and figure out the order to fix them in. That is a structural habit, and it turns out to be the same habit financial coordination requires.
It also explains what GIS is not. The firm was never organized around selling a product line or gathering assets. It was organized around a question: does all of this actually work together? Years later that is still the only question we start with.
Jay Clifford joined as partner bringing a career from media and broadcast — a different discipline entirely, and deliberately so. Two people who came to this work from outside it tend to ask the questions an insider stops noticing.
How we meet
We come to you
There is no waiting room at Global Investment Strategies. We meet clients where the conversation is easiest to have — which is usually not a conference room downtown. Three options, depending on what you’re comfortable with.
At your kitchen table
Most of the productive conversations happen at home. Your documents are already there, and so is the life the plan is meant to protect. It is easier to talk about what happens to the house when you are sitting in it.
At your place of business
For owners and executives, meeting on site means we see the operation we are planning around — and you don’t lose half a day to a drive. Succession conversations in particular tend to go better in the building.
Somewhere neutral
If you would rather not host, we use private conference space around Tucson. Quiet, secure, and no one from your office walking past the glass.
We serve Tucson, Oro Valley, Catalina Foothills, Marana, and the surrounding communities.
Who we work with
We’re a fit for some situations and not others
We keep the roster small, which means being honest about where we’re useful. These are the situations where coordination earns its keep.
Owners three to five years from an exit
Early enough that the valuation, the buy-sell, the key people, and the tax structure can still be shaped. Owners who wait until they’re ready to leave have the fewest options left.
Families where the money outlives the people
Multi-generational questions — trusts, beneficiary designations, business interests, and what actually transfers cleanly. Usually the documents exist. Usually nobody has checked whether they agree.
Anyone moving from saving to spending
The transition into retirement changes the whole problem: which account to draw first, when to claim, how to keep a market year from becoming a lifestyle year. Different work than growing the balance was.
People whose wealth sits in one thing
A business, a property, a concentrated position. When most of the net worth is illiquid, every other decision bends around that fact — and the plan has to account for it deliberately.
If your situation is genuinely simple, we’ll say so. That’s a short conversation, and a free one.
Start with a conversation
Meet the people who’d actually do the work
No pitch and no product. You talk to a partner, not an intake coordinator — and we come to you, at home, at your office, or somewhere neutral. If we’re not the right fit, we’ll tell you that in the first conversation.
Schedule a ConsultationNo obligation · We come to you · Tucson, Arizona