A complete list of active advisors currently associated with Gci Financial Group

Warmer can help you find a great advisor at Gci Financial Group or one who fits your needs even better.

GCI Financial Group, Inc. is an SEC-registered advisory firm that provides asset management and financial planning and consultation services to individuals, high-net-worth clients, trusts, retirement plans and business entities. The firm discloses approximately $145.1 million in assets under management and delivers tailored portfolio management alongside written financial plans and one-off consultations. The firm emphasizes continuous, individualized account supervision with at least quarterly reviews and offers both discretionary and non‑discretionary management; clients may place reasonable written restrictions on their accounts. GCI uses multiple methods of analysis (fundamental, technical and charting) and implements strategies that can include individual stocks and bonds, ETFs, option writing (covered calls, cash‑secured puts and hedges) and the selective use of inverse/leveraged ETFs and other derivative instruments in separately managed accounts, typically for select clients on a shorter-term basis. Noteworthy distinctions disclosed in the brochure include that firm representatives are licensed insurance agents and may receive commissions for insurance product sales, a potential conflict the firm acknowledges and discloses. The firm also describes its custodial relationship (including receipt of research and services from a major custodian) and notes limited routine written reporting to clients unless specifically requested.

To learn more about the advisors currently working at Gci Financial 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.