Investing with GFI

GFI provides services to clients through two investment platforms: Customized Investment Management and our pooled fund offering, the Good Opportunities Fund.

Customized Investment Management provides you with the benefits of an independently custodied, tailored portfolio, built to address your unique needs. By building portfolios comprised of equities and fixed income investments, GFI is able to manage each portfolio according to specific risk/return profiles to help you reach your long-term goals.

The Good Opportunities Fund is a long/short pooled fund that employs the same rigorous investment standards as GFI’s customized portfolios. The Fund strives to identify compelling long and short positions and combine them into a concentrated best-in-class portfolio.

Financial planning is available to all GFI clients. Plans are built to identify the risks and opportunities that may impact clients as they approach the various stages of their investment lifecycles. Our plans are holistic and consider topics such as budgeting, insurance planning and tax planning, to name a few.