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 provides discretionary investment management and financial planning services primarily to individual and high‑net‑worth clients. Services include portfolio construction using individual equities and fixed income, protective options strategies, and standalone financial planning or consulting engagements billed on an hourly basis. The firm pursues a proprietary, primarily long‑term strategy while permitting shorter‑term trading as needed; research combines fundamental, technical and market analysis and portfolios may use options, margin and concentrated positions as part of active management and hedging. Client portfolios are implemented and monitored through client‑selected custodians, and the firm does not accept custody of client assets. A notable difference from many peers is that a principal of the firm is a licensed insurance producer and may recommend and receive commissions for insurance products, a disclosed potential conflict of interest. The firm also discloses that it may assess performance‑based fees for qualified clients; coupled with modest assets under management (roughly $2.8 million) and a small client base, this mix of insurance sales, potential performance fees, and active/options use distinguishes its practice from more typical fee‑only, buy‑and‑hold independent advisors.

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.