Individuals & Families
At Gofen and Glossberg, our commitment to personal service, performance, 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
We seek to become thoroughly familiar with each client’s financial situation before we make portfolio decisions. We begin with a confidential, in-depth interview to learn about a client’s short-term needs and long-term goals, as well as personal investment philosophy, before creating an individual financial plan. From there, we build a portfolio designed to meet each client’s particular needs.
Our Experience and Expertise, Your Peace of Mind
The investment advisors at Gofen and Glossberg have the experience needed to help clients safely navigate tumultuous turns and unexpected events in domestic and international markets—a challenging task as markets grow increasingly complex and technology becomes more sophisticated.
A Focus on our Clients' Best Interests
At Gofen and Glossberg, we are investment advisors exclusively. We are not brokers, dealers, or underwriters, and we manage no mutual funds. We earn our fees based on total portfolio valuation and not on brokerage commissions, income, or realized profits, thereby avoiding common conflicts of interest in our industry.
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 emphasize capital preservation and income. Our objective is to achieve the greatest return for the least risk consistent with a client’s goals.