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Investment Advisory Services

Business Planning

Do you own your own company? If you do, you know that it takes everything you've got to run it right. But while you are focused on growing your company, how can you be sure that you're maximizing and protecting one of your largest assets? A GCS Investment Professional can help you find answers to the questions that need to be asked: Have you explored the many different retirement plans that have been enhanced due to recent tax law changes? Are you sure that you have the appropriate amounts and types of insurance coverage? Who will run the company if you become disabled? What is your eventual exit strategy? To discuss how we can help your company flourish, please Contact Us.

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Financial Planning

Comprehensive. Holistic. This is where it all begins. No two people are alike, and neither are their financial needs. By working with a GCS Investment Professional, together you can design a financial plan that helps you get to where you want to be. To learn more about this service, please Contact Us.

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Institutionally Managed Portfolios

Did you ever wonder how large institutions manage their investments? What if you could have access to the same money managers they use for their large pension plans? Our Institutionally Managed Portfolios do just that. Now, with the help of a GCS Investment Professional, you can have a portfolio that includes individual stocks and bonds that are privately managed by some of the largest and well-known investment firms. To learn more about this service, including account size minimums and suitability, please Contact Us.

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Investment Advice and Consultations

Not sure if you need a comprehensive plan? Looking for advice regarding a specific life event or investment position? You can choose to hire a GCS Investment Professional for an hourly fee or for a flat fee. To discuss how to work with us on either an hourly or per-project basis, please Contact Us.

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Mutual Fund Asset Allocation Portfolios

Do you ever think, "What would it be like to own an All-Star team?"? What if you could select from some of the best mutual funds from different fund families all in one account? At Gold Coast Securities, we identify some of the best retail and institutional mutual fund managers and combine them in a way that reflects your individual needs. A GCS Investment Professional will work with you to determine your risk tolerance and investment time horizon so that the right combinations will be chosen for you. Gold Coast Securities will conduct ongoing monitoring of your mutual funds and report your account performance to you on a quarterly basis. To learn more about this service, including account size minimums and suitability, please Contact Us.

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Retirement Planning

Are you on track for your retirement goals? How much money will you need to retire comfortably? What are appropriate expectations for the long-term returns for your portfolio holdings? How much will increases in the cost of living impact your plan? Let a GCS Investment Professional help you chart your course. For more information on our Retirement Planning services, please Contact Us.

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Separately Managed Portfolios

Did you ever wonder how large institutions manage their investments? What if you could have access to the same money managers they use for their large pension plans? Our Separately Managed Portfolios do just that. Now, with the help of a GCS Investment Professional, you can have a portfolio that includes individual stocks and bonds that are privately managed by some of the largest and well-known investment firms. To learn more about this service, including account size minimums and suitability, please Contact Us.

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Our Services

Investment Advisory Services

Investments

  • Stocks (Listed, OTC, Foreign)
  • Bonds (Corporate, Foreign, Government, Municipal)
  • Mutual Funds
  • Real Estate Investment Trusts
  • Exchange Traded Funds
  • Retirement Plans (IRAs, Pension Plans, 401(k) Plans, Money Purchase and Profit Sharing Plans, SIMPLE Plans, 403(b) Plan)
  • College Funding Plans (529 Plans, Education Savings Accounts)

Insurance