A complete list of active advisors currently associated with GWD Capital Management, LLC

Warmer can help you find a great advisor at GWD Capital Management, LLC or one who fits your needs even better.

GWD Capital Management provides investment management and financial planning to individual and high-net-worth clients as well as business entities, including corporations, pension plans, trusts, and charitable organizations. The firm offers continuous portfolio management, modular financial planning services, mutual fund evaluation, and the option to recommend or delegate to third-party managers. The adviser uses a mix of fundamental and technical analysis, implements both long- and short-term purchase strategies, and may employ allocation models and newsletters to support investment decisions; mutual fund selections are evaluated on manager tenure, expense ratios, returns, and related criteria. Accounts can be managed on a discretionary or non-discretionary basis, and the firm may coordinate with third-party managers or administrators when appropriate. Noteworthy for a firm of its size, GWD works with corporate and retirement-plan clients in addition to individual investors — a client mix that is less common among independent single-advisor firms. The adviser operates with roughly $19.5 million in regulatory assets under management and a very small client roster (three clients), requires advisers to hold professional licensing (e.g., FINRA Series 65/66), and generally leaves proxy voting to clients rather than voting proxies on their behalf.

To learn more about the advisors currently working at GWD Capital Management, LLC, 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.