For Individuals
Portfolio Management
Investment accounts are held by firms such as Schwab Institutional and TD Ameritrade Institutional. Gabriel Capital does not ever take possession of client investment assets.
Once accounts are in place and client goals and expectations have been established, Gabriel Capital provides complete portfolio management services. This includes: all investment recommendations, placement of investment orders and on-going daily management.
Stocks, no-load & load waived mutual funds, exchange traded funds (ETFs), bonds, options and money market are investments that may be used in building and managing client accounts.
Account Types
- Rollover accounts (401k, 403b, IRA & Roth IRA)
- Taxable accounts (regular brokerage, margin, trusts, custodian, etc.)
- Managed (Independent 3rd party managers)
- SEP IRAs, SIMPLE IRAs and other business retirement accounts
Asset Allocation Reviews
(Ideal for 401(k) Accounts and Variable Annuities)
Maybe you are in a situation where you just need a review of how investments are allocated between stock, bond, and money market exposure. Gabriel Capital can provide this type of review at the time and frequency you select. This type of service is generally performed for an hourly fee.
Free Analysis
Would you like a complimentary technical analysis of a stock position of interest to you? Gabriel Capital provides one free review to anyone that asks. In the feedback section, please list the name of the stock, its' ticker symbol, your name, address and work number (for verification purposes only, you will not be solicited by phone at work). Within two weeks, you'll receive a complimentary review of the position you've requested. No strings attached.
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