You are unique, so we believe your investment portfolio should be, too.
That's why your PFM advisor will partner with you to develop and implement an investing strategy built entirely around your unique needs, goals, risk tolerance and investing preferences, making adjustments with you as your life unfolds. Your advisor will:
Accessing Goldman Sachs investment resources and experience, our advisors will build a portfolio aligned with your investing preferences, priorities and values.
Understand your needs.
Know your financial priorities.
Identify your risk preferences.
Determine your ideal mix of managers.
Create a customized portfolio.
Manage rebalancing and oversight.
Identify your optimal asset mix.
Consider return, risk and suitability.
Build a curated list of managers.
Your advisor accesses the resources of Goldman Sachs to determine your ideal asset allocation and constructs a portfolio that connects with your plan and preferences to maximize your return on life.
We offer a vast array of investing solutions with carefully vetted portfolio managers and strategies.
The Goldman Sachs Private Wealth Management Investment Strategy Group (ISG) makes recommendations for various asset classes based on your investment objectives and risk tolerance. ISG's experienced team:
Keep tabs on your investments with GuideCenter®, a dynamic, easy-to-use online financial life management portal that helps you engage with your advisor to oversee your finances anywhere, anytime. It allows you to take on life’s changes with clarity and control—no matter how complex life can become.
With over 80 offices with experienced advisors nationwide and more than 2,000 professionals developing investment solutions, you can find an advisor who will create a financial plan tailored to your personal goals.
*Managers subject to change.
**As of March 31, 2019.
1 For illustrative purposes only; not reflective of any particular account.
Investment advisory services offered through United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser. GS PFM makes recommendations based on the specific needs and circumstances of each client. Clients should carefully consider their own investment objectives and never rely on any single chart, graph, or marketing piece to make decisions. Investing involves risk, and investments may lose value. There are no investment strategies that guarantee a profit or protect against loss.
The information contained herein is intended for informational purposes only, is not a recommendation to buy or sell any securities, and should not be considered investment advice. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.
All names, logos, and slogans identifying GS PFM or GS PFM’s products and services (including, without limitation, HonestConversations®, MoneyMind®, FinLife®, Financial Control Scorecard®, Live Richly℠, We Help You Live Richly℠, Helping People Live Richly®, One Best Financial Life®, Ideal Life Index®, GuideCenter®, InvestmentViewfinder℠, United Capital Financial Life Management®, and Financial Years of Freedom℠) are trademarks and service marks or registered trademarks and service marks of United Capital or its affiliates in the United States and/or other countries.
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