GS Investment Inc

GS Investments serves individuals (including high-net-worth clients), closely held businesses, trusts, retirement plans, foundations and endowments, providing discretionary separate-account portfolio management and financial planning. The firm manages both taxable and tax-advantaged accounts and maintains a stated account minimum of $500,000, with exceptions available at the firm’s discretion.

The firm follows a long-term, fundamental-analysis approach that builds core holdings from attractively valued individual securities and complements portfolios opportunistically with fixed income, mutual funds and ETFs. Its process emphasizes quality growth stocks, a staggered-maturity approach to bonds, and lower turnover to help manage tax consequences for taxable accounts; the brochure also notes use of REITs and international and bond ETFs for diversification.

Distinctive features in the brochure include a small advisor team overseeing roughly $192 million in assets for about 77 clients, implying relatively high AUM per advisor and a concentrated client roster, and a recent material change in leadership due to the passing of a principal. The firm typically operates with discretionary trading authority for client accounts but does not vote client proxies (custodians send proxy materials directly), which may affect how proxy and governance matters are handled.