Welcome to Guidance-Driven Investing

Ultimately, Money Is A Resource To Help Your Clients Live The Life They Want

Because their goals and needs are unique, we believe their investment portfolios should be, too. Our investment process is different and straightforward.

Asset Management Software - Portfolio Management

Three Financial Advisor-driven Steps:

Ic Bulb Green

Understand

Gain a deeper understanding of your client’s priorities and preferences.

Ic Goals

Implement

Build their financial plans to achieve their goals.

Ic Bubbles

Engage

Construct and manage personalized portfolios that can be adapted as their lives and the markets change.

There’s No One-Size-Fits-All Investment Portfolio

That’s why we developed the InvestmentViewfinder℠:

  • Distinguish four investment attributes important to every investor.
  • Understand the trade-offs of those attributes.
  • Prioritize the attributes based on the trade-offs your clients are willing to make in order to create their customized portfolios.
There S No One Size Fits All Portfolio

Constructing Your Client’s Personalized Investment Portfolio

The financial plan you have built with your client helps to determine the overall risk and target allocation your client’s investment portfolio should have, but that’s just the starting point. Our approach to asset management helps ensure that the investments in a client’s portfolio align with his or her target risk profile and current preferences. Additionally, our investment management method allows you to adapt clients’ investment portfolios as their lives and preferences change.

Meet Our Chief Investment Officer, Kara Murphy, CFA®

Kara Murphy is a member of the Executive Committee at United Capital, a Goldman Sachs Company, overseeing the Investment Management team including Research, Advocates, and Operations.

Read Kara's Investment Commentaries

Meet Our Team

David Hallman, CFA®

Vice President, Investment Oversight and Operations

Stephen Tuckwood, CFA®

Vice President, Head of Research

Christian Yoss, CFP®

Vice President, Head of Investment Management Advocates

Empower Your Clients Around Their Investments

Our unique approach to investment management enables you to present a completely personalized investment proposal that can be easily adapted as your clients goals change.

Browse a Proposal

Investing involves risk, and clients should carefully consider their own investment objectives and never rely on any single chart, graph, or marketing piece to make decisions. The information contained herein is intended for information only, is not a recommendation to buy or sell any securities, and should not be considered investment advice. There are no investment strategies that guarantee a profit or protect against loss.