Asset Management
Our asset management program assists advisors in building a streamlined, profitable and personalized investment process that will help minimize time-consuming day-to-day tasks.
Model Portfolio Strategies
The model strategies are designed to align specific goals while offering streamlined and efficient investment experience.
- Mutual Fund Models
Diversified and actively managed with long-term growth in mind.
- ETF Models
Low-cost, index-based allocations built for efficiency.
- ESG & ESG Tax Smart Models
Invest with impact—incorporating sustainability and tax sensitivity.
- Dynamic Dividend Advantage
Emphasizes high-quality, dividend-paying equities.
- Tactical Momentum Model
A rules-based trend-following strategy to help manage downside risk.
- Direct Indexing
Personalized indexing with built-in tax optimization.
Expanded Product Offerings
We offer flexible solutions for portfolios of all sizes and complexities. Gain access to powerful investment tools for managing large accounts or bespoke strategies.
- Third-Party Model Marketplace
Access to a bespoke list of selection of screened strategists.
- SMA Strategies
Customized separately managed accounts tailored to individual client needs.
- Custom Advisor-Driven Portfolios
Leverage your own investment thesis to build personalized client portfolios.
- Custom Fixed Income Solutions
Income strategies aligned with specific risk and return objectives.
Tools & Services
Support That Scales With You. A robust infrastructure designed to support advisor growth and client success.
- White-Labeled Marketing Materials
Share GSAM’s investment strategies under your brand.
- OCIO+ (Outsourced CIO)
Portfolio management and oversight from experienced professionals.
- Large Case Design
Strategic support for complex planning and high-net-worth clients.
- Financial Planning Integration
Tools and support to create comprehensive wealth plans.
- Risk Tolerance Evaluation
Behavioral-based insights to match clients with the right investment approach.
- Alternative Investment Marketplace*
Curated access to alternative asset classes for enhanced portfolio diversification.
*Availability dependent on Advisor’s affiliation and client suitability/disclosure.
Redefine Your Investment Experience
Our experienced team is here to help deliver better outcomes, deepen client relationships, and drive meaningful, scalable growth.
Let’s build your future—together.
Contact us to learn more about Golden State’s asset management program.
Be sure to ask about our all-encompassing platform fee for your practice.
Contact
201 E Sandpointe, Suite 460
South Coast Metro, CA 92707 | 866-273-1563
Contact
201 E Sandpointe, Suite 460 South Coast Metro, CA 92707 | 866-273-1563
General Inquiries: contact@teamgoldenstate.com
Join our Team: business.development@teamgoldenstate.com
Media Inquiries: Jennifer.nahas@teamgoldenstate.com