A complete list of active advisors currently associated with G&S Capital LLC

Warmer can help you find a great advisor at G&S Capital LLC or one who fits your needs even better.

G&S Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, businesses, and ERISA plans. The firm manages client accounts directly, advises on assets held away, and offers both limited-scope ERISA 3(21) advice and full discretionary 3(38) investment-manager services. Investment programs are tailored to each client’s stated objectives and risk tolerance using fundamental and technical analysis, asset allocation, and regular portfolio monitoring overseen by an investment committee formed in conjunction with Kotys. The firm discloses the use of derivative-based and structured-product strategies in separately managed accounts — including options (covered calls, long puts, cash-secured puts), structured notes, inverse/enhanced ETFs or ETNs, interval funds, and margin — and may allocate to independent managers or private investments while treating cash as an asset class. What sets G&S apart from many team firms is its explicit, routine incorporation of options and other derivative or structured products into client accounts, a practice that is statistically uncommon among peers. The brochure also notes operational arrangements with an unaffiliated adviser (Kotys) whose representatives act as authorized agents to implement trades at G&S’s direction, and that G&S will not exercise discretionary authority to purchase cryptocurrencies for client accounts.

To learn more about the advisors currently working at G&S Capital LLC, 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.