Jim Loehle

GGPS aims to create and deliver customized investment strategies that are aligned with their investor’s vision and aspirations. The firm takes a holistic approach to financial planning and investing where they consider current and future cash needs to ensure that their client’s lifestyle obligations are met presently, as well as for the future. Their asset allocation is determined after conducting research using both a top-down and bottom-up approach.

Gary Goldberg Planning Services (GGPS) offers discretionary portfolio management and non-discretionary portfolio management using individual equities, bonds or bond funds, no-load mutual funds, ETFs and variable annuities. The firm to creates custom portfolios designed to meet clients' individual needs. GGPS uses a number of proprietary which contain solutions with varying risk profiles. GGPS manages accounts in three separate portfolios: the Select Opportunity Portfolio, the Growth & Income Model, and the Income Model. The firm also manages accounts in two wrap fee programs: the Select Trac Mutual Fund Program and the Select Trac Exchange Traded Fund Program. GPS employs a variety of strategies in them management of model portfolios including long-term purchases, short-term purchases, short sales, margin transactions, option writing (puts and calls), covered calls, and spreading.