
Let your cash work as hard as you do.
Expert concierge service. Target more income. Safe, liquid and tax efficient.
Have an expert do all the work.
Advice honed over 30+ years.
We’re always available to take your call. And provide great service.
Your cash is available anytime you want it.
As experts, we have a good shot at making you more money. Tax efficient.
GCC can probably make you more money than a bank deposit, CD, or money market account.
We keep your cash fully invested every day.
We know where to go to safely earn the most income. We are experts.
The bonds we buy are mostly exempt from state and local taxes.
Liquidity in one or two days.
Let us know when you need cash. We will have it wired into your bank account.
How does it work? Is it safe?
These customized SMAs are held in your name at US Bank or Charles Schwab.
The Treasury bills and government agency bonds we used are among the safest and most liquid bonds in the world.
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.