The Investment Process 

Whether your objective is Wealth Accumulation or Wealth Distribution our aim is to assist Individuals, Endowments and Foundations address their financial goals. Our associates can employ a multitude of investment strategies to assist you in addressing your financial goals, and we can further assist you in the investment process with discretionary portfolio management services.

We recognize that no two clients are exactly the same.  We base our recommendations and decisions on our understanding of each client's specific financial situation.  Each client's portfolio is individually designed, monitored and maintained in accordance with our mutually understood goals and objectives.

While much of what is illustrated on this website pertains to equity based investing, our firm engages in extensive fixed income portfolio management.  Again, these portfolios are designed, monitored and maintained based on each individual client's unique set of circumstances; however, we approach fixed income portfolios from one of two perspectives.  The first would be where the goal is income generation and/or distribution.  The second is from a perservation of capital perspective.  We design an array of fixed-income portfolios (with varying degrees of risk) dependent upon the client's goals.

Through our Custodial Agreements (currently exclusively with TD Ameritrade) we have access to a vast array of securities to assist our clients in their financial objectives.  Further, clients can feel secure knowing that their funds are held directly by an third party.  Your funds will never flow through our hands, as GCI Financial Group, Inc. does not take custody of client assets.  (Please refer to TD Ameritrade directly for information regarding their SIPC and Excess SIPC coverages.)

For more information regarding our investment management process and fee schedules, please contact one of our advisors directly.