From Municipal Bond Specialists
To compliment your municipal bond portfolio, THE GMS GROUP offers an all-inclusive, fee-based equity portfolio management program that provides our clients with access to a number of leading, nationally recognized institutional equity portfolio managers.
This program is offered to investors through their GMS Account Executive, who will help determine which portfolio manager has the appropriate investment style and asset allocation mix based on your individual profile, preferences and financial objectives.
In accordance with your investor profile, your GMS Account Executive will review with you the investment philosophies and performance of suitable nationally recognized equity portfolio managers for your consideration.
This equity program allows you to benefit from a program in which the management fee is all-inclusive based on asset value, not transactions or commissions.
Our equity portfolio management program allows you to limit costs by knowing in advance the all-inclusive fee associated with the management of your equity account. A leading professional portfolio manager will manage your equity portfolio and your GMS Account Executive will continually keep a watchful eye on your entire account.
Improve your portfolio and learn more about our portfolio management process by contacting us today. We also offer other portfolio services including monitoring and reviewing. Give us a call today at 877-467-0070 for additional information.