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Investment Management

Over the last 40+ years Goss Wealth Management has evaluated numerous investment strategies. Each of the Model Portfolios utilize investment strategies we have found to be successful.

UNSUCESSFUL STRATEGIES:

  • Predicting what the stock market will do
  • Predicting what interest rates will do
  • Listening to the predictions of “experts “on TV
  • Investing based on which political party is in power
  • Always “buy & hold”

SUCESSFUL STRATEGIES:

  • Determine what markets are actually doing
  • Identify the current trends in the markets
  • Measure Supply & Demand in the markets
  • Calculate relative strength
  • Risk management in the market

Investment Management

Over the last 40+ years Goss Wealth Management has evaluated numerous investment strategies. Each of the Model Portfolios utilize investment strategies we have found to be successful.

UNSUCESSFUL STRATEGIES:

  • Predicting what the stock market will do
  • Predicting what interest rates will do
  • Listening to the predictions of “experts “on TV
  • Investing based on which political party is in power
  • Always “buy & hold”

SUCESSFUL STRATEGIES:

  • Determine what markets are actually doing
  • Identify the current trends in the markets
  • Measure Supply & Demand in the markets
  • Calculate relative strength
  • Risk management in the market

Our Process

There is a separate and distinct Investment Process for each GWM portfolio.

Investment Goal
GWM Model Portfolios

Income with Moderate Growth

Adaptive Income

Conservative Tactical Tilt

Growth with Income

Dividend Growth

Dividend Multi-Cap

High Dividend Income

Various Levels of Growth & Income

Balanced
35 Growth/65 Income

Balanced
55 Growth/45 Income

Balanced
75 Growth/25 Income

Growth

Tactical Growth

Moderate Tactical Tilt

Blue Chip Growth

Top Twenty

Aggressive Growth

Focus Five

Aggressive Tactical Tilt

Our Process

There is a separate and distinct Investment Process for each GWM portfolio.

Investment Goal
GWM Model Portfolios

Income with Moderate Growth

• Adaptive Income
• Conservative Tactical Tilt

Growth with Income

• Dividend Growth
• Dividend Multi-Cap
• High Dividend Income

Various Levels of Growth & Income

• Balanced (35 Growth/65 Income)
• Balanced (55 Growth/45 Income)
• Balanced (75 Growth/25 Income)

Growth

• Tactical Growth
• Moderate Tactical Tilt
• Blue Chip Growth
• Top Twenty

Aggressive Growth

• Focus Five
• Aggressive Tactical Tilt

Goss Wealth Management has the experience to help identify which investments are most appropriate for your specific investment objectives and your risk tolerance. LPL Financial provides Goss Wealth Management one of the industry’s broadest, non-proprietary investment platforms, providing choice and objectivity when recommending investments.

Goss Wealth Management LLC provides clients with a number of proprietary discretionary portfolios (GWM Model Portfolios). Each portfolio is designed to match investment objectives to the most suitable investment mix. Each GWM Model Portfolio has a written investment process that explains how the portfolio is managed.

We provide access to and advice in all the following areas:

  • Equities
  • Fixed Income
  • Mutual Funds and Exchange Traded Funds (ETFs)
  • Annuities
  • Alternative Investments
  • 3rd Party Investment Managers
  • Cash and Banking Services
  • Education Funding

Goss Wealth Management has the experience to help identify which investments are most appropriate for your specific investment objectives and your risk tolerance. LPL Financial provides Goss Wealth Management one of the industry’s broadest, non-proprietary investment platforms, providing choice and objectivity when recommending investments.

Goss Wealth Management LLC provides clients with a number of proprietary discretionary portfolios (GWM Model Portfolios). Each portfolio is designed to match investment objectives to the most suitable investment mix. Each GWM Model Portfolio has a written investment process that explains how the portfolio is managed.

We provide access to and advice in all the following areas:

  • Equities
  • Fixed Income
  • Mutual Funds and Exchange Traded Funds (ETFs)
  • Annuities
  • Alternative Investments
  • 3rd Party Investment Managers
  • Cash and Banking Services
  • Education Funding