Individual Investors

• Global Wealth Management
  • Key Advantages
  • Alternative Investments
  • Commodities
  • Specialization
  • Active and Disciplined Portfolio Management
  • The Process
  • Personalized Service
• Corporate Executive Services

Key Advantages

Total Portfolio Management

GCC utilizes a ‘Managed Account' approach to Asset Management for all its clients. In addition to managing assets internally, GCC's Investment Advisors allocate assets to external best-of-breed money managers through our platform. This enables clients to have sophisticated, fully diversified portfolios. Each client's asset allocation is customized to meet his/her specific investment objectives and regularly evaluated to ensure it is optimally designed for changing economic and market conditions.

Customized Asset Allocation

At GCC, each client's portfolio is individually designed and managed, enabling flexibility and control. We have experience designing plans to meet a wide range of investment objectives including: capital appreciation, income generation, portfolio/single stock risk management, short-term cash management, and risk management. Account asset allocations are regularly evaluated to ensure that they are optimally designed for changing economic and market conditions and to meet clients' financial goals.

Best of Breed Products

GCC's Investment Advisors are not limited to, nor financially incentivized to utilize a proprietary set of products. GCC is one of the few firms to utilize an ‘open architecture' approach to investment management. Our independence enables us to objectively seek out a broad pool of the best of breed public and private investment products.

Alternative Investments

GCC provides clients with access to all traditional investment products and services, as well as, exclusive alternative investment vehicles. We cast a net far and wide – from private equities, hedge funds, commodities, currencies and foreign stocks and bonds, managed futures and structured products – in search of the best performing investment products. We believe that alternative investments are important because they are professionally managed and typically have a low correlation to traditional public markets. Alternative investments can create significant portfolio benefits through diversification and potential return over time.

For more on Alternative Investments click here

Global Equity Research

GCC's global equity research is utilized by premier financial institutions. It is proprietary, actionable, concise and timely. It also uniquely combines proprietary fundamental research with independent technical analysis. Fundamental research allows for the identification of candidates – industries or companies – that are likely to achieve above-average returns, while technical analysis provides for the optimum entry and exit points. These elements can be utilized as a risk management tool where the combination of data could significantly improve a client's trading and investment performance.

GCC analysts are internationally recognized as among the best in the industries they cover; combined they have over one hundred years of experience and have been distinguished many times by leading industry publications and organizations, such as The Wall Street Journal.

GCC's Investment Advisors have direct access to the firm's analysts and equity research. A select group of high net worth clients also have access to the firm's research and investment ideas.

Global Access

GCC strongly believes that in order for an investment portfolio to be truly diversified, it must be global. We understand local cultures, industries and economies and we leverage our vast global network to provide clients with the opportunity to participate in growing markets globally. Our Investment Advisors have access to equities, fixed income products, commodities and currencies around the globe. A unique distinction between GCC and other financial institutions is that our Advisors work directly with local money managers and they manage clients' assets in local currencies. Regional money managers know their own markets, speak the language, understand the culture and have access to the latest and most accurate information. Most financial institutions can only offer clients foreign mutual funds that are managed in the US and by US money managers.

From an investment perspective, our clients gain access to some of the best funds and financial institutions in the world by virtue of our network. We also have strong ties with key corporate executives and venture capitalists giving clients unique access to opportunistic and emerging investments. GCC's commitment to clients is that they can count on us as a valuable resource; to do whatever we can to help them achieve their financial goals over time.