A complete list of active advisors currently associated with GPS Investments

Warmer can help you find a great advisor at GPS Investments or one who fits your needs even better.

GPS Investments provides discretionary wealth management, investment management, standalone financial planning, and retirement plan advisory (including 3(21)/3(38) services) to individuals, high‑net‑worth clients, charitable organizations and retirement plans. The firm manages approximately $127.7 million in discretionary assets for about 85 clients and may implement portfolios through direct securities, mutual funds/ETFs, alternative investments, or unaffiliated independent managers. Investment decisions are guided by fundamental analysis and a generally long‑term orientation, with periodic rebalancing and reviews at least annually to align portfolios with client objectives and risk tolerance. The firm explicitly discloses that it may employ borrowing—such as short‑term margin—in separately managed accounts, a practice it characterizes as increasing liquidity and margin‑call risks and that is uncommon among peers. Distinctive operational features include a small advisory team that uses Fidelity’s institutional custody and makes use of third‑party access platforms to manage held‑away assets (the adviser bears the platform cost for those arrangements), and the practice of recommending independent managers for portions of client portfolios, sometimes involving referral compensation. The brochure also discloses that certain supervised persons maintain commission‑based broker‑dealer and insurance activities, which the firm manages through disclosures and internal policies.

To learn more about the advisors currently working at GPS Investments, 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.