MEET THE TEAM
Our number one priority is your success.
GS Investments, formed in 1993, is an independent, SEC-registered, investment advisor, located in downtown Minneapolis. We manage separate accounts for individuals, corporate pension and profit-sharing plans, foundations, and endowments. We work closely with our clients to develop an appropriate investment strategy in order to achieve their long-term investment objectives.
Our mission is to be the premier provider of investment management guidance. We focus on meeting the unique objectives of each client, offering objective, high-quality, personalized service while achieving superior long-term investment performance, net of all costs.
We believe every client has unique investment objectives. Constant among long-term investors is the desire to seek an appropriate, efficient, and cost effective structure to meet their objectives.
We seek to build separately managed accounts using core holdings of attractively valued, individual securities with the potential for growth. We also look to opportunistically complement the majority of portfolios with fixed income securities and “alternative” investment, in an effort to provide necessary income and adequate diversification while reducing risk and exchanging returns over time.
We strive to provide a high quality investment management experience for our clients.
We focus on the unique objectives for each client and manage not only to long-term strategic target allocations, but also to nearer-term tactical opportunities.
We are mindful of the tax status of each account and historically have experienced low turnover.
We pay attention to asset placement, making certain the appropriate types of assets are in the appropriate accounts.
We believe market timing is risky at best and often leads to significant under-performance. Therefore, we remain fully invested in a balanced combination of investment securities in which we have conviction.
We utilize inversely-correlated asset classes to enhance returns while simultaneously reducing risk
Core – Large cap equities
Opportunity – Mid cap and select small-cap equities
High quality government bonds, preferred stocks, and closed-end
Real Estate Investment Trusts (REITs)
Exchange Traded International Funds (ETFs)
Invest for the long-term
Remain fully invested
Provide low portfolio turnover
MEET THE TEAM
GLENN STEINKE, CFA
Glenn is a founder and a Managing Principal of GS Investments. Glenn has over 50 years of investment management experience, working with both individual and institutional clients.
Prior to forming GS, Glenn served as a Senior Investment Manager for the ELCA Board of Pensions where he was responsible for the management of over $1 billion of pension assets. Previously, Glenn was a Senior Vice President for Norwest (Wells Fargo) Investment Management where he was responsible for more than $1.2 billion of personal trust accounts, and foundation and endowment assets.
Glenn received his BA in Business Administration from the University of Minnesota and has attended graduate level training from the University of Virginia – Darden School of Management and Harvard University. Glenn received a Chartered Financial Analyst (CFA) designation in 1969 and served as the president of the Twin Cities Society of Securities Analysts.
Greg is an owner and Managing Principal of GS Investments. Prior to joining the firm, Greg spent 15 years with Minneapolis-based Ameriprise Financial, a national leader in financial planning with over 2 million retail clients and $300 billion in assets.
While working at Ameriprise, Greg worked with the Chief Investment Officer in support of the international and domestic hedge funds, and also with the President and General Manager of RiverSource mutual funds.
Greg got his BA in Business Administration from Gustavus Adolphus College in St. Peter, MN.
JOHN STEINKE, MBA
John is a founder and Managing Principal of GS Investments and serves as the Chief Executive Officer of GSI. John has over 25 years of financial services experience and 20 years with GS Investments, working with both individual and institutional clients.
Prior to forming GS, John served as the Vice President for MidAmerica Bank South a $150 million bank. While at MidAmerica, John was responsible for all aspects of retail lending, marketing and human resources. Previously, John was a Private Banking Officer for First Bank Duluth where he managed banking relationships for high-net worth individuals.
John received his BA in Business Administration from the Concordia College in Moorhead, MN and his MBA from the University of Minnesota, Carlson School of Management.
John is a past President of the Westwood Lutheran Memorial Foundation and is the current Treasurer for the Singers - Minnesota Choral Artists, a Minneapolis-based choral performance group. He is also a long-time member of the Torske Klubben, a Minneapolis-based, Norwegian luncheon club.
Sheri brings more than 25 years of financial services experience to GS Investments. Previous capacities include client service and support positions with Dean Witter and Kemper Securities brokerage firms. Additionally she provided similar support, focusing on company stock option transactions at a Minneapolis-based, investment management firm.
In her current role, Sheri is responsible for the firm’s day-to-day operations, back-office support, trading and compliance.
Sheri received her BA in Political Science from the University of St. Thomas in St. Paul, MN.