Client Services

Individuals & Families

At Gofen and Glossberg, our commitment to performance, personal service and peace of mind distinguish our approach to investing. We create and manage client portfolios individually to ensure that clients’ financial needs are met now and in the future.

A PERSONAL APPROACH TO FINANCIAL GROWTH AND SECURITY

Our clients are often surprised to learn that we do not manage money for anyone unless we first become thoroughly familiar with their financial situation. That’s why our advisers begin with a confidential, in-depth interview to learn about short-term needs and long-term goals, as well as personal investment philosophies, before creating an individual financial plan. From there we build a portfolio designed to meet their specific needs.

OUR EXPERIENCE AND EXPERTISE, YOUR PIECE OF MIND

Our investment advisers have the extensive experience needed to help our clients safely navigate tumultuous turns and unexpected events in domestic and international markets—a challenging task to manage alone as the markets grow increasingly complex and technology becomes more sophisticated.

Each client portfolio is supervised by a dedicated team, including a senior portfolio manager, a second portfolio manager and an account administrator. There is always someone familiar with each account available to answer questions and handle urgent matters. Our clients appreciate our timely and thorough reporting tools, which enable them to track portfolio transactions and performance, check against bank or brokerage records, and help in preparation of income tax returns. 

A FOCUS ON OUR CLIENTS' BEST INTERESTS

At Gofen and Glossberg, we are investment advisers exclusively. We are not brokers, dealers or underwriters, and we manage no mutual funds, therefore avoiding related conflicts of interest. We earn our fees based on total portfolio valuation, and not on brokerage commissions, income or realized profits.

Whether looking to fund college or education expenses, travel, retire comfortably or leave a lasting legacy, each client’s goals are different, and so, too, are their portfolios. Some accounts are invested with a primary goal of long-term growth, while others stress capital preservation and income. Our objective is to achieve the greatest return for the least risk consistent with our clients’ goals.

If you are an individual investor looking for an investment firm with a proven record of performance, personal service and providing peace of mind, we invite you to call for a confidential appointment to review your financial situation and create a plan designed to meet your current and future needs.

For more than 80 years, clients have turned to Gofen and Glossberg for financial advice and long-term planning. As independent investment counsellors, we provide portfolio management services for individuals, families, insurance companies, non-profit organizations, trade associations, and corporate entities.