A complete list of active advisors currently associated with G.C. Steele & Company

Warmer can help you find a great advisor at G.C. Steele & Company or one who fits your needs even better.

GC Steele & Company is a fee-only, state-registered investment adviser that provides individual portfolio management, comprehensive financial planning, and focused consulting to individuals (including high-net-worth clients) and small businesses. The firm operates as a single-advisor practice and manages roughly $24 million for a compact client base of 17 relationships. The firm manages client accounts on a non-discretionary basis, supervising portfolios according to each client’s stated objectives, tax considerations, and any client-imposed restrictions; trades are implemented only after client approval. Its investment work combines fundamental and technical analysis, asset allocation and mutual fund/ETF review with a generally long-term orientation, and accounts are reviewed quarterly with written financial plans delivered as part of planning engagements. Notable features include the firm’s longstanding single-practitioner track record (in operation since 1985) and its emphasis on non-discretionary advisory relationships, which is uncommon among independent advisers of this type. The firm also does not vote client proxies, recommends a national custodian for execution and custody, and provides periodic written reports while maintaining a policy of direct-debit fee billing through the custodian.

To learn more about the advisors currently working at G.C. Steele & Company, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.