Goydas Capital Investment Management, LLC
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About
Goydas Capital Investment Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary portfolio management, pension consulting, and financial planning. The firm also is involved with a related private pooled investment vehicle focused on real property that may be recommended to qualifying investors.
GCIM documents client objectives in an investment policy statement and implements strategies using a mix of charting, fundamental, quantitative and modern portfolio theory analyses, and may employ long-term positions, options and margin as appropriate. The firm offers performance-based fee arrangements to qualified clients that use a high‑water‑mark methodology and states policies intended to address the conflicts that can arise from managing both performance-fee and non-performance-fee accounts.
Noteworthy for a firm of its size, GCIM has direct involvement with a private pooled real estate vehicle and describes independent audit and governance procedures for that fund to address custody and investor reporting. The firm also discloses an affiliated insurance professional who may offer commissionable insurance products, and it explains how those relationships and fee-deduction custody practices are managed and disclosed to clients.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning: $500 - $5,000 depending on scope of work; $500 - $2,500 times number of employees for organizations.
All Assets+: 2% annually for Portfolio Management Services All Assets+: 1.00% annually for Pension Consulting Services All Assets+: 0.50% annually AUM fee for qualified clients (Performance-Based Fee)
Hourly Fees for financial planning: $100 - $500 depending on scope of work.
Qualified clients pay 20% monthly performance fee based on capital appreciation above high-water mark, plus an annual AUM fee (typically 0.50% or 1.00% annually).
Main office
Genesee PA
Advisors at this office
2
Most active in
New Jersey · New York · Pennsylvania · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Edward G
Series 65
Genesee, PA
Goydas Capital Investment Management, LLC
Edward Goydas is a Series 65-credentialed advisor at Goydas Capital Investment Management, LLC with seven years at the firm and five years in the industry. Prior to his current role, he was with Goydas Capital LLC for eleven years. He is also a managing member of a private pooled investment fund focused on real property, dedicating time to this activity outside of trading hours. Goydas Capital Investment Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary portfolio management, pension consulting, and financial planning. The firm employs a range of analytic methods and may recommend a related private pooled real estate vehicle to qualifying investors.
Sarah G
Series 65
Genesee, PA
Goydas Capital Investment Management, LLC
Sarah Gilner is a financial advisor at Goydas Capital Investment Management, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Goydas Capital since 2019, following roles as an independent contractor and at First Citizens Community Bank. In addition to her advisory work, she is a licensed insurance producer. Goydas Capital Investment Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, managing approximately $18.8 million for about 19 clients. The firm offers discretionary portfolio management, financial planning, pension consulting, and access to private pooled investments, including real-estate funds and REITs, using a variety of analytical approaches and investment strategies.
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