A complete list of active advisors currently associated with Goldstrike Capital LLC

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

Goldstrike Capital provides ongoing discretionary portfolio management and standalone financial planning primarily for individual and high‑net‑worth clients. The firm prepares an investment policy statement for each client and tailors services to individual goals, risk tolerance, tax and estate considerations. The firm applies modern portfolio theory and employs both long‑ and short‑term trading across mutual funds, ETFs, fixed income, annuities, commodities and certain precious‑metal instruments, typically under discretionary authority. In addition to asset‑based management, Goldstrike offers standalone financial planning engagements, including hourly work, and documents fiduciary duties and client‑imposed investment restrictions in each client’s IPS. Noteworthy for a firm of its type, the brochure discloses multiple outside business activities — including licensed insurance sales, accounting services, and ownership of an entity that holds rental real estate — and describes procedures to disclose and monitor related conflicts of interest. The firm also requires clients to use a specified custodian (Altruist), does not aggregate trades across client accounts, and does not select third‑party investment managers, all of which can affect trade execution and allocation practices.

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