At Goldstein Capital (GCC), you work with an investment expert, not a sales rep. That makes a huge difference. Since 1995, GCC has honed our investment expertise and practical approach. That can help you define and reach your financial goals. We do all the work, so you don’t have to. Clients love our concierge service, along with having easy access to an investment expert.

The section below outlines GCC’s strengths and different investment strategies.

• Concierge service. An expert answers your call.

• World class expertise. Work directly with an expert.

• As keen shoppers and negotiators, with deep product expertise, GCC often finds great deals that have the potential to make more money for you.

• Low fees help you keep more of what you earn.

• We keep your cash working hard every day. Safe, liquid, and tax efficient.

• We do all the work. Provide concierge service. And probably make you more money.

• Separate Accounts are customized to meet your goals.

• Taxable bonds, municipal bonds, or balanced accounts

• Our goal is to help you generate high levels of stable income.

• Target return is 3% to 5% above money market rates.

• Caring, responsive, concierge service.

• Paul Goldstein, GCC’s Chief Investment Officer, has been an investment specialist for over 35 years.

• GCC has been in business since 1995 and is an SEC registered investment advisor.