GSCM manages separate accounts with a focus on large-cap equities. Each portfolio can be custom tailored to the individual’s needs.
Over $300 million.
Fixed annual fee, 1% of assets under management. (Negotiable over $5 million.)
Our target asset allocation is 90% equities and 10% cash. (Will vary with tactical allocation.)
Our model portfolio is typically comprised of 40-50 stocks.
GSCM traces its roots to Eric Greenfield first managing equity portfolios in 1963. We still use the same process today.
Monthly phone contact and annual in-depth portfolio review.
All of our portfolios offer immediate liquidity at the current market price during market hours.
Each account custodied by Raymond James & Associates is protected for the net equity of the client's securities and cash positions. Member of the Securities Investor Protection Corporation (SIPC), which protects securities customers of its members up to $500,000 (including $100,000 for claims for cash). Explanatory brochure is available upon request or at www.sipc.org. We then provide additional protection (excess SIPC) through Lloyd's.