As a fee-only and fiduciary firm, providing you with the knowledge and resources you need to be successful is what we do best. All of our investment portfolio solutions are delivered without commission incentives, which allows us to deliver recommendations that solely serve YOUR best interests.
Investors can be frustrated by the "one size fits all" cookie-cutter style of investment management offered by many wirehouses & brokerages. With some of these large firms recently increasing their account minimums, there is the potential for an investor to feel ignored, or at least not a high priority for their advisor. And don't even get us started about an advisor giving you a rash about hitting an account minimum that they wouldn't qualify for themselves.
There is a better way.
Our zero-commissions, professional managed investment portfolios offer choices starting at a $2500 account minimum all the way to $1,000,000+ custom strategies, with many options in between.
It all starts with our Investment Philosophy and the use of CORE Portfolios and SATELLITE Strategies. An investor might consider designing a portfolio with potential to outperform market indices over the long term, while taking advantage of alternative strategies that could help lessen the impact of market fluctuations and provide income or yield. Each investor’s risk tolerance is different – evaluating and maintaining the appropriate amount of risk is critical to each investor’s success and overall experience. At Gulf Coast Financial Advisors, core holdings are the foundation of our portfolios. Satellite investments are added to complement the portfolios with the intention of meeting the risk tolerance and long-term goals of our clients. Our goal is work to optimize your overall investment portfolio by maximizing returns while minimizing risk in what is know as the "Efficient Frontier". Of course this does not guarantee that the portfolios , allocations or strategies will be profitable - all investing involves risk and past performance is no guarantee of future results - but it does mean that care, thought, experience and due diligence go into our investment choices.
Let's take a look at our Alternative Strategies & Sector Rotation portfolio options:
|Sector Rotation Strategy |
Account Minimum $5000
|A sector-based price momentum allocation that seeks to capitalize on the continuance of existing trends in the market.|
|Select Alternative Strategy - Liquid |
Account Minimum $50,000
|Designed to generate capital appreciation and preservation in all market conditions, with low volatility and low correlation to the U.S. domestic equity markets (reference S&P 500 Total Return “TR”).|
|Alternative Investments |
Account Minimum $50,000
|From time to time, make certain alternative investments available to clients who want to (1) have exposure to noncorrelated asset classes and/or (2) aggressively pursue growth or a high level of current income through access to non-traditional asset classes.|
|Total Stock Portfolio|
Account Minimum $250,000
|Designed to generate returns greater than the S&P 500 Total Return “TR” using a blend of stocks (common and preferred) covering a diverse group of asset classes.|