About Us

About Us

GFI is focused on preserving and growing capital for our clients. Understanding that all of our clients have unique needs, we offer customized investment management and financial planning services with an unwavering focus on client service.

Our Client Commitment
We treat clients the way we expect to be treated. Investment Approach
GFI is built upon a disciplined and thorough investment process. Team
Meet our team members.

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Our Offerings

Our Offerings

GFI works with clients by offering Customized Investment Management. We also offer comprehensive financial planning services.

Customized Investment Management
GFl’s customized portfolios are built to meet the unique needs of our clients. Financial Planning
Our comprehensive financial planning is designed to help you achieve your long-term goals.
- Customized Investment Management
- Financial Planning
Insights

INSIGHTS

Thoughts and ideas, as featured in our quarterly client newsletter, press coverage and more.

Podcast
Listen in to our conversations about investing Communications
Read our GoodQuarter newsletter and client communications. Media
Read press coverage of GFI’s investing insights. Recommended Reading
Explore a list of inspiring reads from our bookshelf.

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Our Offerings

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ABOUT US
Our Client Commitment
Investment Approach
Team

OUR OFFERINGS
Customized Investment Management
Financial Planning
Advisor Resources

INSIGHTS
Podcast
Communications
Media
Recommended Reading

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