GCI FINANCIAL GROUP

Overview

GCI Financial Group is an independent registered investment adviser that serves individuals, families and select institutional clients. The firm centers its advice on financial planning and discretionary portfolio management for individuals and small businesses, and it charges a mix of percentage-of-AUM, hourly and fixed fees. GCI tends to allocate client assets into pooled public funds and mutual funds as the primary building blocks of portfolios, while maintaining flexibility to include manager-driven or separately managed solutions where appropriate. The adviser is organized as a corporation with individual ownership and is SEC-registered (2024). GCI does not present itself as an active ESG investor, and it is not positioned as a pension consultant or multi-state adviser. A high share of client mandates are managed on a discretionary basis, indicating the firm executes ongoing investment decisions on behalf of clients.

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Investments & Alternatives

Location & Offices