Trusts, Inheritances and Personal Savings

If you have a trust, inherited money or you have been wise enough to amass personal savings, Gold Leaf investment advisors can help you manage those assets.

On Gold Leaf’s part, the underlying investment philosophy is the same – we will invest your money based upon what you have told us are your investment needs. In all cases, your portfolio will be managed solely in your best interests. As a fiduciary, Gold Leaf is sworn to act for your benefit only.

And because Gold Leaf is an independent firm, we can offer objective advice regarding investments for your trust, inheritance, or personal savings. Our financial advisors have no in-house mutual funds or products to sell. Gold Leaf is free to build your portfolio based strictly upon your needs.


Send button

Leave a Reply