Overview
Description of Advisory Firm
Pan Global Advisers, LLC is a limited liability company formed in the State of Wyoming in 2018. Tax Efficient
Asset Management Solution, Inc. (“TEAMS”) is the principal owner and Evan Pan serves as the firm’s Managing
Member and Chief Investment Officer. Timothy Lee Voorhees (CRD Number 856280) is fifty (50%) percent
owner and President of TEAMS. Evan Pan (CRD Number 301863), owns fifty (50%) percent of TEAMS. As of
December 31, 2023, Pan Global manages $126,139,177 on a discretionary basis and $74,097,916 on a non-
discretionary basis.
Types of Advisory Services
Investment Management Services
We are in the business of managing individually tailored investment portfolios. Our firm provides continuous
advice to a client regarding the investment of client funds based on the individual needs of the client. Through
personal discussions in which goals and objectives based on a client's particular circumstances are established,
we develop a client's personal investment policy or an investment plan with an asset allocation target and
create and manage a portfolio based on that policy and allocation target. During our data-gathering process,
we determine the client’s individual objectives, time horizons, risk tolerance, and liquidity
needs. We may also
review and discuss a client’s prior investment history, as well as family composition and background.
Account supervision is guided by the stated objectives of the client (e.g., maximum capital appreciation,
growth, income, or growth and income), as well as tax considerations. Clients may impose reasonable
restrictions on investing in certain securities, types of securities, or industry sectors. Fees pertaining to this
service are outlined in Item 5 of this brochure.
Sub-Advisory Services
We provide discretionary investment services under a sub-advisory relationship to our affiliated investment
adviser, TEAMS. This includes investment supervisory services to TEAMS’s clients.
Client Tailored Services and Client Imposed Restrictions
We offer the same suite of services to all of our clients. However, specific client financial plans and their
implementation are dependent upon a client Risk Tolerance Questionnaire (RTQ), which outlines each client’s
current situation (income, tax levels, and risk tolerance levels) and is used to construct a client specific plan to
aid in the selection of a portfolio that matches restrictions, needs, and targets.
Wrap Fee Programs
We do not sponsor nor participate in a wrap fee program.