A complete list of active advisors currently associated with GC Asset Management

Warmer can help you find a great advisor at GC Asset Management or one who fits your needs even better.

GC Asset Management (Realize Enterprises, LLC) provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages roughly $4.1 million in discretionary assets and conducts trading through client-designated custodians, without maintaining custody of client funds. The advisor uses a proprietary, primarily long-term strategy while retaining the flexibility to trade more actively when appropriate; portfolios are constructed from individual equities, fixed income, and may include protective options strategies, margin borrowings, and concentrated positions as part of tactical allocation and risk-management decisions. Financial planning and consulting are offered on an engagement basis to address clients’ broader goals and may include written deliverables for certain engagements. A distinctive feature of the firm is that its principal also operates as a licensed insurance professional and may sell insurance products for commission, a potential conflict of interest the brochure discloses and that clients are not required to follow. The firm also offers performance-based fees for qualifying clients and routinely employs options, margin, and concentrated strategies—an operational and compensation mix that is less common among firms of this size.

To learn more about the advisors currently working at GC Asset Management, 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.