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.