Gulfcrest Capital

Gulfcrest Capital provides portfolio management and investment consulting to individual clients, serving both high‑net‑worth and non‑high‑net‑worth individuals. The firm offers discretionary and non‑discretionary management across proprietary strategies and provides investment account consulting, including services for clients who establish offshore custodian accounts; fees are charged on a percentage‑of‑AUM basis.

The firm implements a mix of strategies — including global diversified income, global contrarian equity, a thematic "Childhood Essentials" growth equity strategy, opportunistic value equity, and foundational ETF‑based equity and fixed income portfolios — using equities, ETFs, mutual funds, and alternative vehicles where appropriate. Gulfcrest conducts periodic account reviews, provides model management for selected strategies, and acts as the U.S. contact and ongoing oversight provider for clients with offshore custody arrangements.

Gulfcrest’s offshore account consulting and role as a U.S. contact for offshore clients is a distinctive service relative to most peers. The firm operates at a small scale (two advisors and a limited number of client relationships), runs concentrated allocations in its opportunistic value strategy, and does not charge performance‑based fees.