Investment Management Services

INVESTMENT SERVICES

GCFA offers its clients several investment programs depending upon a client's specific needs and objectives. 

These investment services include:

 ( Click on the name to learn more about these investment  services )

• VISION 2020 Wealth Management Program - Individualized portfolio management.
  • We will work with you to develop a unique investment portfolio allocation strategy.
  • We manage and monitor your investment portfolios on an ongoing basis.
    • We utilize mutual funds, ETFs, stocks and bonds to best execute your investment strategy.

• Referrals to Third Party Investment Advisory Services "Private Asset Managers"

• Retirement Plan Consulting - 401K and other retirement plan consulting