G&S Capital

The Art & Science of Investing.

Financial services in Englewood, CO (show on map)

4.0

★★★★☆

2 reviews

Fee-only financial advisory firm in Denver, CO specializing in investment management, financial planning, and corporate retirement plans for clients with $500K+ portfolios.

Call (303) 773-8000

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About

G&S Capital is a Registered Investment Advisory firm (RIA) based in Denver, Colorado. As fee-only advisors, the team is motivated by one thing only: doing what is in your best interest.

The firm offers a full suite of wealth management services including Individual and Family Investment Management using a disciplined three-step process, Financial Planning with certified CFP professionals, and Corporate Retirement Plans with a turnkey 401(k) solution. The firm typically serves clients with portfolios of $500,000 and up for individual services, and corporate retirement plan clients with $1,000,000 in plan assets and up. G&S Capital manages most everything in-house utilizing an investment committee and dedicated trading, with weekly investment committee meetings to monitor strategies and the overall market environment.

Fee-only RIA - no commissions, no product sales

In-house investment committee and dedicated trading

Weekly investment committee meetings

Serves clients across the country from Denver

Team includes multiple CFPs, CFA, CPA/JD/MBA, CMT

Level-fee fiduciary approach for corporate retirement plans

Services

Individual and Family Investment Management

Customized portfolio and investment strategy design based on your unique investment objectives and goals using a disciplined three-step process: understanding your goals, reviewing current portfolio positioning, and implementing recommendations.

Three-step investment process Investment committee oversight Risk assessment Portfolio customization

Financial Planning

Tailored financial planning for traditional retirement, career change, or leaving a legacy, with easy-to-understand plans tracked every step of the way by certified CFP professionals.

Retirement planning Career change planning Legacy planning Goal tracking

Corporate Retirement Plans and 401(k)

Turnkey solution for corporate retirement plan clients covering investment lineup, pricing transparency, and participant education with a level-fee fiduciary approach.

401(k) management Investment lineup selection Quarterly investment menu review Participant education

Credentials & Certifications

Registered Investment Advisor (RIA)

CFP (Certified Financial Planner)

CFA (Chartered Financial Analyst)

CPA (Certified Public Accountant)

JD (Juris Doctor)

CMT (Chartered Market Technician)

Reviews

Rating

★★★★☆

Reviews

Frequently Asked Questions

What services does G&S Capital offer? +

G&S Capital offers Individual and Family Investment Management, Financial Planning, and Corporate Retirement Plans and 401(k) services. They are a fee-only RIA serving clients with $500,000+ portfolios.

Is G&S Capital a fiduciary? +

Yes, as a fee-only Registered Investment Advisor (RIA), G&S Capital is legally obligated to act in their clients' best interest and does not receive commissions for selling financial products.

What is the investment minimum for G&S Capital? +

G&S Capital typically serves clients with portfolios of $500,000 and up for Individual and Family Investment Management. Corporate Retirement Plan clients typically have $1,000,000 in plan assets and up.

How does the investment management process work? +

The three-step process includes: (1) Understanding your goals - identifying whether you seek Income, Growth, Tax-Efficiency, or Legacy; (2) Reviewing your current portfolio and positioning; (3) Implementing recommendations with ongoing monitoring by the investment committee which meets weekly.

Where is G&S Capital located? +

G&S Capital is based in Denver, Colorado at 7887 E. Belleview Avenue, Suite 1225, Denver, CO 80111, though they serve clients all across the country.

What credentials do the advisors at G&S Capital hold? +

The team includes CFPs, a CFA, a CPA/JD/MBA, and a CMT. Team members have degrees from University of Northern Colorado, Loyola University New Orleans, Auburn University, Colorado College, University of Denver, Marquette University, University of Utah, and Metropolitan State College of Denver.

Do you offer corporate retirement plan services? +

Yes, G&S Capital offers turnkey corporate retirement plan and 401(k) services including investment lineup selection, transparent pricing as a level-fee fiduciary, quarterly investment menu reviews, and participant education.