A complete list of active advisors currently associated with GFN Capital Management

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

GFN Capital Management serves individuals (including high‑net‑worth clients), estates, trusts, corporations, charitable organizations and pension/profit‑sharing plans, managing discretionary and non‑discretionary accounts for its client base of roughly 300. The firm offers ongoing portfolio management, pension consulting, selection and referral to third‑party managers, and financial planning used primarily as the basis for portfolio decisions. The firm’s investment process draws on multiple analytic methods — charting, cyclical, fundamental and technical analysis — and employs long‑term, short‑term and trading tactics alongside model portfolios and third‑party money managers, with periodic rebalancing. Fee administration is handled monthly (the firm practices “direct billing” with fees deducted from custodian accounts) and some advisory accounts include a platform fee billed monthly at an annual fixed rate of 0.04%. Notable distinctions from many peers are that the firm sponsors a wrap fee program, maintains affiliated businesses that provide accounting and pension administration services, and discloses referral arrangements with third‑party managers that may result in referral fees. The brochure also notes the firm and its representatives may invest in or recommend securities related to client holdings (including derivatives in managed accounts) and that a substantial portion of personnel time is devoted to non‑advisory activities such as accounting, pension administration and insurance.

To learn more about the advisors currently working at GFN Capital 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.