Bonds, stocks, or balanced accounts – Customized and tax efficient.
Great concierge service. An expert is always available to work with you.
It’s easy. We do all the work.
We discuss your goals. And create a plan to meet them.
An expert answers the phone, not a sales rep.
GCC’s bond expertise can probably make you more money.
GCC provides a rare opportunity to work with a bond expert with over 35 years’ experience.
We can probably make you more money than a bank deposit, CD, money market account, or bond mutual fund. Tax efficient.
GCC provides a range of bond investments. We are probably the best bond experts you will ever have access to.
Cash Alternative – Liquidity in as little as one day.
Users: people and businesses looking to have easy liquidity, maximize income, and save on taxes.
Investments: Treasury bills and government agency bonds (exempt from state & local taxes).
Stable Income– Liquidity in one week or more.
Users: people with long horizons looking to maximize income on a safe and stable investment.
Investments: Municipal and taxable bonds.
Balanced Accounts – include stocks and bonds.
GCC reviews your overall asset allocation. Then helps build and maintain a balanced portfolio customized to meet your investment goals.
We focus on tax efficiency, so you keep more of the income you earn.
Logistics of GCC’s Separately Managed Accounts (SMAs)
GCC’s customized SMAs are held in your name at US Bank or Charles Schwab.
We do all the work. Set up your accounts. And make sure your money is working hard every day.
Why clients have confidence in Goldstein Capital.
Paul Goldstein, GCC’s Chief Investment Officer, has been an investment specialist for over 35 years. He directly manages your portfolio and is always available to speak to you.
Our clients appreciate our exceptional concierge service.
GCC has been in business since 1995 and is an SEC registered investment advisor.