Our Philosophy: Customized for Each Client
Every client has their own unique set of goals and priorities. We believe every client deserves a personalized, customized portfolio—built for them and based on their preferences.
Every client has their own unique set of goals and priorities. We believe every client deserves a personalized, customized portfolio—built for them and based on their preferences.
Our portfolios begin with a customized core allocation built and managed to reflect your client’s investment preferences. Our core strategies are the bedrock of a personalized investment plan.
Designed to replicate market returns at a competitive cost
Active tilts toward global asset classes with attractive risk-return potential
Allocate toward asset classes based on historical market factors
Fine-tune your clients’ investments with performance-oriented active strategies, protection strategies that seek to mitigate against market downturns, or tax-advantaged fixed income and equity strategies. We also offer customized strategies that can be built to the unique needs of your clients.
Single-asset class or unique, actively managed strategies that seek higher relative returns over a full market cycle.
Strategies and investment techniques that seek to mitigate against severe bear market declines or provide lower volatility over the long term.
Fixed-income and equity strategies managed to reduce tax implications of investments over the long run (a full market cycle).
Selected strategies that offer a greater level of customization for unique uses within a portfolio.
Our team of CFA® charterholders and CFP® professionals can select managers, identify strategies and build portfolios for your clients. Leverage our team so you can focus on your clients.
GS PFM provides sub-manager services to non-affiliated investment advisors to help service their clients’ investment management needs. When managing assets as a sub-manager, United Capital relies solely on the client’s advisor to determine what the specific needs and circumstances of each client are and to choose the investment options that are appropriate to help meet each client’s needs.
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.
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.