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Investor Process FAQs

Click any of the links below to learn more about a variety of investment related items. Most are related to our investment relationship with Assetmark, a third party asset management platform we provide to our advisory clients.

  • Account Asset Protection
  • Deposits
  • Electronic Communications Consent
  • Events and Communications
  • Fees
  • Funding Account(s)
  • General Securities Account (GSA)
  • Money Market Funds (MM)
  • Online Access and Reporting Available
  • Other Products/Services Available
  • Paying Consulting Retainers
  • Personal Information Updates (email address, mailing address)
  • Proposal and Account Opening
  • Rebalancing/Reallocations of Portfolios
  • Reviews of My Portfolio With My GCD Advisor
  • Risk Profiling
  • Security Protocols
  • Securities Backed Line Of Credit (SBLOC)
  • Specialty Investing
  • Withdrawals