Our investment process starts with fully understanding you and your family.
By listening to your financial goals and priorities, we can build a financial portfolio tailored to your specific needs and desires. These initial conversations are critical because they form the basis of our relationship with your family.
This process often sheds light on the fees you are currently paying and helps us to assess how much risk you and your family can take on – both from a financial and emotional perspective.
With all of this information, GFG Capital will then develop a custom investment strategy. This establishes all of the guidelines for advising the portfolio and takes into account risk, tax efficiency, liquidity needs, preferences and short-term and long-term goals. These parameters are an important part of the process, and will serve as a guide for you and us as we begin your wealth journey together.
Our services are designed for the long-term and we consistently review your portfolio to ensure it serves your family in your current stage of life. As you meet financial goals or incur life changes, we will make adjustments to keep your portfolio consistent with your needs. We provide quarterly reviews for our clients but are always available to discuss any questions, concerns or market conditions – and how they impact your financial life.
With this clarity, you will be able to get a full picture of the state of your assets several times throughout the year.
With this clarity, you will be able to get a full picture of the state of your assets several times throughout the year.
By keeping risk at the forefront, we are able to provide further protections for our clients. In our practice, we believe firmly that generating alpha requires downside protection. We also implement optimal asset allocation to create more value throughout each portfolio and invest in a cost-efficient manner that enables our investors to increase risk protection.
Foundation
We believe generating alpha begins with downside protection.
Foundation
Efficient allocation creates more value throughout the portfolio, potentially insulating your investments from unnecessary volatility and risk.
Foundation
Investing in the best share class available allows for investors to compound the savings, increasing risk protection.
Foundation
We understand the investment world is continuously evolving. In order for us to deliver smart and efficient portfolios to our clients, we utilize a mix of core beta and alpha satellite investments.
Foundation
Each investment decision we make is based on the foundation of facts to support an investment thesis.
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GFG’s acquisitions team identifies well-located and exceptional assets with opportunities to improve leasing, market positioning, physical layout, and capital structuring.
To date, GFG has deployed approximately $700 million of equity investing alongside institutional and private investors, endowments, investment managers, and family offices.
The firm’s in-house property and construction management capabilities allow for direct investment oversight from hand-on ownership and increased tenant interaction, further solidifying the firm’s relationships and standing within the real estate industry.
We seek to acquire and manage assets that reflect the “new world” being shaped by globalization, digitalization, and changes within our society.
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