GS Investments manages separate investment portfolios for individuals, closely-held businesses, trusts, and retirement plans on an ongoing basis. The firm focuses on individual stocks, bonds, exchange-traded funds, and mutual funds to build diversified portfolios tailored to each client's long-term goals and risk tolerance. GS Investments uses a balanced approach emphasizing quality securities, fundamental analysis, and a long-term holding strategy rather than frequent trading or market timing. In addition to portfolio management, the firm offers financial planning services to help clients address broader financial goals. GS Investments operates independently and works primarily with clients who meet a $500,000 account minimum, though exceptions can be made.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable. Rates for amounts above $5 million are negotiable.