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 provides investment advisory and management services to individuals (including high‑net‑worth clients), trusts, estates, corporations, retirement plans, pension and profit‑sharing plans, endowments and foundations. Services include discretionary and non‑discretionary portfolio management, financial planning, pension consulting, selection and referral to third‑party managers, and participation in wrap‑fee programs. The firm combines multiple analytical approaches (fundamental, technical, cyclical and charting) and uses long‑term, short‑term and occasional active trading to implement client strategies, while offering access to model portfolios and third‑party discretionary managers. GFN may use derivatives (including options) in some separately managed accounts, monitors outside managers it recommends, and charges advisory fees based on assets under management while also assessing a separate platform fee on select managed accounts. GFN is distinctive for its network of affiliated businesses that provide pension administration and accounting/tax services (including pension consulting and bookkeeping), and its advisers spend a material portion of their time on these non‑investment services. The firm also acts as a wrap‑fee program sponsor, refers clients to third‑party managers for which it may receive a portion of advisory fees, and discloses specific revenue‑sharing and conflict‑of‑interest practices (including passing certain fee reductions through to 401(k) participants).

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.