A complete list of active advisors currently associated with Golden Gate Advisors, Inc
Warmer can help you find a great advisor at Golden Gate Advisors, Inc or one who fits your needs even better.
Golden Gate Advisors is a family‑office registered investment adviser that provides private financial planning and wealth management to accredited high‑net‑worth individuals and related entities, including pension and profit‑sharing plans, trusts and estates, charitable institutions, corporations and other business entities. The firm offers investment supervisory services for qualified retirement plans (acting as either an ERISA 3(21) advisor or a discretionary 3(38) manager), participant one‑on‑one advice, IRA and individual account services, consulting and sub‑advisory arrangements. The firm uses a multi‑manager, core‑satellite active/passive approach that favors diversified allocations across equities, bonds, ETFs, mutual funds, collective trusts and, where appropriate, real estate or fund‑of‑fund structures, with asset‑class positions typically held for a one‑year or longer outlook. Golden Gate conducts qualitative manager due diligence and benchmark comparisons, provides risk‑based allocation models for plan participants, and generally manages assets non‑discretionarily unless discretionary authority is granted. Noteworthy aspects compared with many peers include its long‑standing family‑office structure and explicit focus on both affluent families and institutional plan sponsors, as well as its role as a sub‑advisor to other advisers. The brochure also discloses that some employees are licensed California real estate brokers and insurance agents who may receive commissions on real estate or fixed‑annuity transactions, a potential conflict the firm addresses through disclosure and by allowing clients to choose other providers.
To learn more about the advisors currently working at Golden Gate Advisors, Inc, 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.
Name |
Location |
Years of experience |
|---|---|---|
Walnut Creek, CA
| 29
|
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