As a fiduciary, the better we do, the better you do.

As a fiduciary, we understand our primary obligation is to act in the best interest of our clients. For this reason, we base our fees on a percentage of your portfolio(s) value.

We believe every client has unique goals and objectives. Consistent among long-term investors is the desire to seek an appropriate, efficient, and cost-effective plan to meet their objectives. Our primary objective is to provide a personalized, high-quality wealth management experience for our clients.

Our investment philosophy

We believe every client has unique goals and objectives. Constant among long-term investors is the desire to seek an appropriate, efficient, and cost-effective plan to meet these. Our primary objective is to provide a personalized, high-quality wealth management experience for our clients.

Equities/stocks

In the equity/stock portion of client accounts, we use a collection of attractively valued, individual securities, each with the potential for growth and income. Additionally, we utilize a combination of exchange-traded funds (ETFs) to complement the equity portion of client accounts; these include domestic mid-and small-cap equity ETFs and international ETFs.

Fixed income/bonds & cash

In the fixed income/bonds & cash portion of client accounts, we stagger individual issues of high-quality government and corporate bonds over a 10-year period to control volatility and to provide a steady stream of income. As a complement to our core fixed income holdings, we add a combination of exchange-traded bond ETFs, preferred stocks, and real estate investment trusts (REITs) to boost income and return. We also offer a wide range of tax-specific, high-yield money market funds to generate yield as well.

The GS Investments difference

We strive to provide the highest quality wealth management experience for our clients.

Our focus is to identify the unique objectives of each client and manage both long-term strategic target allocations and nearer-term tactical opportunities. 

  • We work with clients to develop long-term plans to meet their financial goals and objectives. Day-to-day changes in valuation are less important than long-term results.

  • Our philosophy is to remain fully invested in client accounts. We use a combination of stocks, bonds and ETFs for investment vehicles; the balance of which is unique to the individual client.

  • We believe that market timing is risky at best and often leads to significant under-performance. Because of this, we use a balanced combination of high-quality, individual securities in which we have confidence.

  • We look to buy and hold quality securities, only selling when the positions become too large, company fundamentals change or better opportunities for investment exist.

  • We work hard to develop relationships with our clients. It should be of no surprise that our average client has been with us more than 15 years.

  • Depending on the tax status of each account, we adjust our trading approach accordingly.

Financial planning

In early 2020, GS Investments decided to move to a new, more comprehensive and efficient software platform, one that would offer both an investment management and financial planning component. The firm selected Orion Advisory Services.

In addition to its investment management and reporting platform, Orion offers a fully integrated, client-facing financial planning service that is goals-based and allows the client to view all his/her assets collectively, whether or not they are managed by GS Investments. The service also allows the client to directly link to all his/her other financial accounts including insurance, mortgages, car loans, social security accounts, pensions plans, etc. Taken together, we believe that we will be better able to serve our customers’ needs over time.

To learn more, visit: orion.com/advisor-tech/planning

Looking for a better wealth management experience? Let us help you.

By working with GS Investments, you receive personal attention from qualified professionals who will help you plan for the future. Contact us today to get started.