Advisory & Discretionary Services

GCA Wealth Management advisory services can be structured in a variety of ways depending on the desired level of involvement in your investment portfolio.

 

For those clients who would like to make all their own investment decisions, but wish to do so with access to GCA research, advice and execution services, an active advisory relationship is probably most suitable. This will allow access to leading investment products and services, but the ultimate investment decision will still remains with you.

 

Many of our clients, however, seek professional asset allocation and investment guidance and choose to invest their assets through our discretionary portfolio management offerings. These portfolios reflect the best thinking of GCA Wealth Management in both asset allocation and implementation vehicle selection. Discretionary portfolios are diversified and actively managed, with portfolios designed to optimize returns across the spectrum from conservative to aggressive allocations.

 

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