Our Services
Develop a comprehensive financial plan by analyzing all assets, liabilities, income sources, and expenditures.
Asset Allocation
Determine the optimal mix of assets in equity, fixed income, annuities, cash, etc. based on each individual’s risk tolerance, return objectives, and market conditions and adjust the mix, as needed.
Active Management
Continuously monitor the prices of assets across many investment products and combine that with our understanding of market conditions to take advantage of mispricing by markets. We use valuation models and financial analysis to identify these mispriced assets.
Risk Management
Seek to maximize return for the level of risk incurred for each client.
Portfolio Rebalancing
When asset allocations deviate from the target allocations we have set, we will buy and sell assets needed to return your portfolio to the optimal mix.
Take a holistic approach in managing your assets in order to maximize return in line with your risk tolerance, liquidity constraints, time horizon, and tax circumstances.
Estate Planning
Provide advice on transferring your wealth to future generations.
Retirement Planning
Manage your retirement portfolio so you can enjoy the lifestyle that you envisioned.
Cash Flow Planning
Manage monthly income and expenses to meet planned expenditures, prevent liquidity issues, and avoid the accumulation of too much debt.
Tax Planning
Account for expected tax obligations in both short and long-term.
Education Planning
Explore all options to best help fund your children’s college education.
Why Gold Path?
Client-Centric
We put the needs of the clients above everything else and serve as their trusted partner and fiduciary.
Cutting Edge Technology
Adopt the latest in technology to obtain market insights and up-to-date information on individual companies, asset classes, and various economic indicators.
Recommendations Backed By Data
All asset recommendations or changes to existing allocations are supported by data as well as research or models developed in-house or via third parties.
Personalized Service
We go above and beyond to provide each client with the individualized attention, service, and care they deserve
Customized Strategy For Each Client
Each client has unique circumstances, goals, and constraints. We take a holistic approach in creating an investment strategy specifically tailored to each client.
Investment Process
1. Discovery
Introductory meeting is held to understand the client’s main financial goals, current financial situation, background, time horizon, liquidity constraints, and unique circumstances. Financial and risk tolerance questionnaires are then completed by the client to better understand risk and return requirements.
2. Evaluation
Analysis of client goals, risk and return objectives, time horizon, and all other relevant factors based on the introductory meeting and questionnaire completed by client. Any information that needs additional clarification will be communicated directly to client.
3. Planning
Formulation of an Investment Policy Statement best suited to accomplish the client’s goals and aligned with risk tolerance and all other factors. Action steps to be taken will be outlined and discussed with client during a meeting.
4. Execution
Implement strategy and monitor portfolio holdings, asset allocations, economic climate, as well as asset classes and individual securities that deviate from intrinsic value in the market. Investment opportunities aligned with client goals will be reviewed periodically.
5. Report and Review
Track progress toward goals. Revise strategy and asset allocation, if necessary, based on any changes to client situation, objectives, time horizon, economic climate or other relevant factors. Portfolio review and rebalancing will be conducted annually or more often, if necessary.
Retirement Calculator
Retirement Portfolio Calculator
Welcome to our Retirement Portfolio Calculator, a tool designed to empower you in planning for a comfortable and secure retirement. Understanding your future financial standing is crucial in today's dynamic economic environment. Our calculator simplifies this process, allowing you to project the growth of your retirement savings based on your current investments, annual contributions, and expected rate of return. By inputting your current financial information, you can visualize the potential value of your retirement portfolio and make informed decisions for your long-term financial health. Let's embark on this journey towards a financially secure retirement together.
Need personalized advice? Schedule a one-on-one consultation with our financial experts at Gold Path Investment Group. We're here to help you navigate your unique financial landscape and develop a tailored strategy that aligns with your retirement goals. Schedule a one-on-one consultation.
This hypothetical calculation is not intended to be used as investment or retirement advice, but for general informational purposes only. This calculation for portfolio value and monthly income is only a rough estimate. Actual portfolio values will depend on many other factors not considered and may be considerably greater or less than what is shown. The information presented is not a solicitation for the purchase or sale of any security or services. This material was written by Gold Path Investment Group, LLC.
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