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Investments Offered

GCD Advisors is an independent, fee-only, full service registered investment advisor (RIA) registered with and regulated by the State of Illinois but able to service clients in any other state. We create customized stock and bond investment portfolios that are predominately institutionally managed, broadly diversified, goal based and tax sensitive. Our portfolios are individually designed to meet each client’s specific needs. We currently advise on over $140 million in assets for diverse clients across the country including individuals, families, trusts, retirement plan sponsors and business entities. Our advice is unbiased, data driven and well researched. Our process is transparent and efficient. GCD Advisors does not accept custody of client funds or securities. Securities are held by brokerage firms that carry SIPC and other private insurance. Although we are not governed by the SEC, we adhere to their SEC’s fiduciary requirements and standards.

Our solutions are predominately provided by AssetMark, a publicly held company located in Concord, California. Formed in 1994, AssetMark manages over $55B in assets under management (AUM), as of 1/1/19, and serves more than 150,000 accounts. AssetMark offers GCD a curated platform of institutional strategists and a customized suite of powerful asset allocation methodologies and investment solutions. GCD then taps into these resources to assemble a portfolio meeting your specific needs and investment goals that is tailored to reflect your risk profile, dollars to invest and a variety of other factors.

Based on more than 20 years of experience, we work with trusted investment providers, each with a proven track record that helps us build reliable, versatile portfolios. Our range of asset allocation methods, each thoroughly screened through a rigorous due diligence process, is designed to help investors with a wide range of goals. Whether you want to maximize your returns or safeguard your savings by reducing risk, we have an allocation approach that fits your needs

We also have an affiliation with Woodbury Financial ., a broker-dealer, enabling one of our advisors to offer fixed or variable insurance products to our clients as well as Section 529 plan accounts.

View our Form ADV

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