Our Process

GSC’s use of the term "grand strategy" refers to the development and implementation of a unified long-term, strategic aim for coordinating investment management and financial planning, otherwise known as comprehensive wealth management. We utilize a team approach to this process ensuring you receive the full benefit of our collective knowledge and experience. The basis of our approach is a 5-Step Process:

Step 1: Introduction

This is the time when we introduce ourselves, provide background information about our firm, describe our process, learn about you and your needs and goals, and determine if we are the right firm for you.

Step 2: Discovery

While this process essentially begins with our first conversation, once the process is formalized we begin collecting personal information that will enable us to evaluate your specific financial planning and investment management needs.

Step 3: Analysis and Evaluation

During this period we will analyze and evaluate your investment management needs and goals to develop your own personal investment policy statement. This process can occur simultaneously with the production of your comprehensive financial plan. Following our evaluation, we contact you to discuss our recommendations, listen to your feedback and revise the plan where needed.

Step 4: Implementation

Following your approval and execution of required documents, we begin implementation of your investment and/or financial plan. As circumstances dictate, investment management and financial planning actions may occur independently to maintain your objectives and protect your interests. Ultimately, the two work in conjunction to meet the needs and goals you expressed to us during our discovery process, and as reflected in your personal investment policy statement.

Step 5: Monitoring and Updating

Immediately following implementation of your individual plan, we begin monitoring your investment performance. We will provide you quarterly reports, assist you with implementing your financial plan and discuss your overall progress. We will meet at least annually for an in-depth review of your entire wealth management plan and are available throughout our relationship to help you navigate the requirements of your financial life.