Ultimately, money is a resource to help you live your best possible life. Because your goals are unique, we believe your investment portfolio should be, too. Your advisor will engage in a collaborative process that takes the guesswork out of investing.
We build a customized, personalized portfolio tailored to your preferences using our investment tools.
Understand your needs +
Know your financial priorities +
Identify your risk preferences.
Understand your preferences +
Determine your ideal mix of managers +
Create comprehensive portfolios +
Manage rebalancing and oversight.
Identify your optimal asset mix +
Consider return, risk and suitability +
Build a curated list of managers.
Goldman Sachs PFM works with your advisor to understand your risk profile and determine your ideal asset allocation, constructing a portfolio that connects with your plan and preferences.
A personal approach to investing means creating an asset allocation to support your goals. Goldman Sachs Private Wealth Management Investment Strategy Group recommend your portfolio’s exposure to various asset classes based on your investment objectives and risk tolerance.
Assembling managers and strategies to meet your preferences.
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.
Our unique investment proposals create a custom profile built just for you—evaluating taxes, performance, cost, and protection. Each proposal is designed especially to help you.
Find your local advisor and plan your financial future. With more than 240 financial advisors across 30 states and 100 offices, we can help you implement 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.