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.
Investment Management
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
