Ganim Private Wealth

GFS Wealth Management Advisors, Inc. dba Ganim Private Wealth is a Connecticut-based firm established in September 2016, owned by Coastline Holdings Group, LLC. The firm offers portfolio management services tailored to individual client goals, with a focus on investment strategy, asset allocation, and risk tolerance. GFS also provides pension consulting services and financial planning, specializing in specific investments like mutual funds, fixed income securities, real estate funds, and more. As a fiduciary, GFS acts in clients' best interests, avoiding practices that disadvantage clients. The firm charges a 1.50% annual fee based on assets under management, with fees paid in advance. Clients have the option to terminate agreements within specific timeframes. GFS does not accept performance-based fees and provides services to individuals, high-net-worth individuals, and pension and profit-sharing plans with no minimum account size. The firm uses various methods of analysis and investment strategies, including charting analysis, cyclical analysis, and fundamental analysis. GFS does not have a soft dollars program and does not aggregate client securities for trading. Clients receive quarterly reports and financial plans, and GFS does not receive compensation for client referrals. The firm does not have custody of client assets and provides both discretionary and non-discretionary investment advisory services. GFS does not vote on client securities and has a sound financial standing without any recent bankruptcy petitions.