Grand Rapids, MI Office
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GPS Financial Group, LLC
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About
GPS Financial Group provides investment advisory and financial planning services to individuals, high‑net‑worth individuals, and pension and profit‑sharing plans, offering portfolio management, pension consulting, and hourly or a la carte financial planning. For ongoing portfolio management GPS prepares an Investment Policy Statement for each client and typically seeks discretionary authority to implement strategies consistent with clients’ goals, time horizon, and documented risk tolerance.
The firm’s investment approach emphasizes modern portfolio theory and employs a long‑term trading orientation to build diversified portfolios and manage risk. GPS conducts at least quarterly account reviews and states a policy of allocating investment opportunities fairly across client accounts to avoid systematically favoring particular portfolios.
Distinctive features include managing client assets internally rather than outsourcing to third‑party managers and using the Altruist custodial platform for custody, clearing, and execution, with operational benefits tied to that relationship. GPS does not aggregate or block trades across multiple client accounts and also offers pension consulting and standalone hourly financial planning, practices that differ from many peers.
Based on GPS Financial Group, LLC
Expertise
Based on GPS Financial Group, LLC
Location
2300 3 Mile Road, Suite 3
Grand Rapids MI 49505
Advisors at this office
1
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