Gs Investment Strategies, LLC
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Overview
Gs Investment Strategies, LLC operates as an advisory firm based in New York, New York. It handles $2.7 billion in assets under management over 19 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management (AUM). The firm has a small team, including 1 financial advisor. Gs Investment Strategies, LLC is not a registered broker-dealer, meaning it cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets such as stocks, options and bonds.
Gs Investment Strategies, LLC oversees all of the company's accounts on a discretionary basis. Discretionary management is a structure in which buy and sell decisions for the client's account are made by a portfolio manager without needing to seek client authorization. The advisory firm's typical account size is $142.7 million. An average financial advisor at Gs Investment Strategies, LLC oversees about 19 client accounts, placing it among the more personalized advisor firms in the country.
Gs Investment Strategies, LLC's main office is located at 200 West Street, New York, New York 10282.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Gs Investment Strategies, LLC by the Numbers

$2.7 billion

1

19

$142.7 million
Products and Services
Gs Investment Strategies, LLC offers a variety of services, including portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. However, the firm did not provide any of its customers with financial planning services in the previous financial year. It is not engaged in selling products or offering services aside from investment advice to its investment advisory clients. Gs Investment Strategies, LLC is affiliated with one or more other companies in the financial services industry, including with a broker-dealer or securities dealer, banking or thrift institution, trust company, insurance company or agency, pension consultant and commodity pool advisor.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees usually depend on which services the firm provides the client. However, fees billed by the company may include some combination of the following fee types: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 10% of firms
Other
Unavailable
Types of Clients
The company provides services to pooled investment vehicles. Out of its 19 customers, Gs Investment Strategies, LLC's biggest client group is pooled investment vehicles. Around 62% of the company's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Gs Investment Strategies, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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