A complete list of active advisors currently associated with GSR Capital Management, Inc.
Warmer can help you find a great advisor at GSR Capital Management, Inc. or one who fits your needs even better.
GSR Capital Management provides discretionary comprehensive portfolio management and employer‑sponsored ERISA plan consulting to a mix of individual households as well as pension and profit‑sharing plans, municipal entities, corporations, trusts, and charitable organizations. Portfolios may include ETFs, mutual funds, individual stocks and bonds, and the firm also offers insurance products (life, accident & health, indexed annuities) through its licensed insurance activities. The firm typically meets with clients to establish financial goals and risk tolerance, then implements tailored, discretionary strategies with periodic reviews (generally quarterly) and the option for clients to impose reasonable investment restrictions. Investment decisions use a blend of technical approaches (charting, cyclical analysis), valuation and fundamental analysis, and employ long‑term, short‑term, and occasional trading strategies while cash reserves are managed in FDIC‑insured programs, money‑market funds and high‑grade short‑term instruments. Notable distinctions relative to many independent peers include active work with institutional and plan sponsor clients — including one‑time or ongoing ERISA consulting — and service to corporate and charitable clients in addition to individuals. The firm discloses insurance sales as a potential conflict of interest and describes operational practices such as requiring client accounts at its chosen custodian and sharing transaction costs with clients.
To learn more about the advisors currently working at GSR Capital Management, Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
Redding, CA
| 24
|
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