A complete list of active advisors currently associated with Gold Star Asset Management, LLC

Warmer can help you find a great advisor at Gold Star Asset Management, LLC or one who fits your needs even better.

Gold Star Asset Management provides ongoing portfolio management and investment advice to a small client base that includes high‑net‑worth individuals, other individual investors, and business entities. The firm prepares an Investment Policy Statement for each client and focuses its recommendations primarily on mutual funds, equities, fixed‑income securities and ETFs. The adviser generally manages client assets on a non‑discretionary basis and does not place trades without client permission, conducting monthly reviews and documenting risk tolerance and objectives in client IPSs. Its analytical toolkit spans fundamental, technical, charting and cyclical analysis, and the firm may employ strategies such as long‑ and short‑term trading, options, margin and short sales when appropriate. Noteworthy for a solo, low‑asset firm, Gold Star offers performance‑based fee arrangements for qualified clients and explicitly discloses the conflicts that can arise from managing both performance‑ and non‑performance fee accounts. The combination of primarily non‑discretionary relationships, the availability of performance‑based compensation, and the use of more complex trading strategies distinguishes its operating model from many independent advisers of similar size.

To learn more about the advisors currently working at Gold Star Asset Management, LLC, 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.