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 provides asset management and financial planning services to individuals, trusts, pension plans and business entities, managing about $145.1 million for roughly 130 clients through a three-advisor team. The firm offers continuous portfolio supervision and written financial plans covering areas such as retirement, estate, charitable, education, mortgage/debt, insurance analysis and corporate and personal tax planning. Portfolios are tailored to client goals with quarterly reviews and may be managed on either a discretionary or non-discretionary basis; the firm describes using fundamental, technical, charting and cyclical analysis in its investment process. Notably, GCI employs option-writing strategies (covered calls, cash-secured puts and puts to hedge) and trades inverse/leveraged ETFs, and states that derivative instruments are used in separately managed accounts for select clients and typically held only for relatively short periods. Distinctive features disclosed in the brochure include that some representatives are licensed insurance agents who receive customary commissions for insurance sales, a potential conflict the firm says it discloses and seeks to mitigate, and that the firm maintains custodial relationships (including with Charles Schwab) that provide research and execution services. The firm generally requires a $300,000 account minimum (waivable at its discretion) and emphasizes the ability for clients to place reasonable investment restrictions on their portfolios.

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.