A complete list of active advisors currently associated with GBS Group
Warmer can help you find a great advisor at GBS Group or one who fits your needs even better.
GBS Group provides discretionary and non‑discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high‑net‑worth clients, trusts, estates and business owners. Offerings specifically include ongoing portfolio management, tailored financial plans, and ERISA plan advisory services for qualified retirement plans. The firm customizes investment programs around each client’s goals, time horizon and risk tolerance, using fundamental, technical and cyclical analysis to construct and monitor portfolios and rebalance when appropriate. It implements strategies either with discretionary trading authority or with prior client approval and delivers regular account reviews and custodian-issued reporting. Noteworthy features include a formal affiliation with an accounting and tax practice: the firm’s principal allocates the majority of his time to accounting and tax work and may offer those services to advisory clients for separate compensation, with disclosures and procedures intended to mitigate the attendant conflict of interest and clients not required to use those services. The firm also provides ERISA 3(21) pension consulting—including investment policy development, ongoing monitoring of plan options and participant education—which is a relatively uncommon service among peer independent advisors.
To learn more about the advisors currently working at GBS Group, 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.
Name |
Location |
Years of experience |
|---|---|---|
Miramar, FL
| 0
|
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