Investment Management Services Offered

Investment Management Only

The Investment Management process begins and ends with you. Our advisors understand that your situation, goals, and willingness to take risks are unique. That is why we focus on getting to know you to better understand your risk capacity and goals. Our advisors will analyze your current holdings and investigate how any current investments might fit into our proposed asset allocation. At this point, our advisors offer recommendations that address your goals, based on the information you provide. We review the recommendations with you to help you understand them so that you can make informed decisions. Our advisors also listen to any concerns and revise the recommendations as appropriate.

Investment Management is all about you...the individual investor.

Investment PlanningInvestment SelectionInvestment PolicyPortfolio ManagementCash ManagementPerformance TrackingAccount Rebalancing

Investment Planning and Selection

Most investment managers focus on picking individual stocks or evaluating mutual fund managers. Gold Medal Waters' follows a different path. We build custom client portfolios using Dimensional Funds whose investments are based on Nobel Prize winning investment theory and by grounding our strategies using the latest scientific evidence instead of speculation.

We don't spend our time analyzing individual stocks. Instead, we choose to help our clients achieve vast diversification and global asset coverage. Our efforts are focused on reducing portfolio volatility, taxes, and investment expenses. The resulting balanced strategies help investors achieve more consistent portfolio returns.

Investment Fees

All Gold Medal Waters clients enjoy the firm's flat fee, tiered pricing designed to encourage & incent further client savings.

Combine this with access to DFA Funds, which offers some of the lowest cost investment vehicles, and it is easy to see how our clients enjoy some of the lowest cost total fees available in the marketplace.

Investment Policy and Portfolio Management

Your Investment Policy Statement (IPS) will outline a customized portfolio solution aimed at managing risk and cost. Using the IPS as a guide, our advisors will buy, sell, and oversee your investments. We will coordinate your account setup and asset transfers, create your investment policies, select your investments and monitor those investments, rebalance your accounts, track preliminary tax information and help you prepare for any liqudation needs.

The overall goal is to bring cost-effective, institutional-quality, disciplined investment management to you...the individual investor.

Learn about Investment Management fees

Unique Investments

Gold Medal Waters is one of the select few firms in the nation able to provide investors with with access to the Dimensional Fund Advisors' (DFA) institutional mutual funds. To access their funds, DFA requires a minimum investment of $2,000,000 per holding. This requirement has been waived for our clients.

Performance Tracking and Account Rebalancing

In addition to the monthly or quarterly custodial statements and year-end tax summaries to assist in ongoing planning, Gold Medal Waters offers its clients convenient and timely online access to your account data, performance data and periodic reports detailing your progress. In our system, we can actually benchmark your portfolio against the return you need to hit your goals, so you can see a moving snapshot of your success.

Gold Medal Waters rebalances client portfolios on a regular schedule in order to capture investment appreciation and uses the proceeds to buy asset classes that have depreciated or had slower growth. For many, this seems counterintuitive. Many investors (and advisors alike) instead want to sell what has gone down and buy what has gone up. However, following a philosophy of this type forces you into a buy high, sell low mindset.

Home l Wealth Management l Financial Planning l Asset Management l 401(k)