CAPITAL MANAGEMENT, LLC
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info@goldcoastcapm.com Serving Chicago, IL and clients nationwide.
Independent Fiduciary · CRD #7497447 Schwab Client Login
GOLD COAST CAPITAL MANAGEMENT, LLC
Wealth Management Services

Portfolio Management in Chicago

Gold Coast Capital Management provides personalized portfolio management for individuals and families throughout Chicago. Each investment strategy is developed around the client's goals, time horizon, risk tolerance, existing assets and broader financial circumstances.

Clients work directly with Dragan Mark Filipovic, CFA®, Founder and Chief Investment Officer, for ongoing investment management with a focus on disciplined portfolio construction, diversification, thoughtful risk management and long-term decision-making.

Schedule a Complimentary Portfolio ReviewGet a Portfolio Second Opinion
01Tailored Strategy

Personalized Portfolio Management for Chicago Investors

An investment portfolio should have a clear purpose. Rather than assembling investments individually or relying on a generic model, we consider how the entire portfolio should work together to support your financial objectives.

The process begins with understanding what you are investing for, when you may need access to the money, how much investment risk is appropriate and how your existing accounts and investments fit into the broader picture.

For some clients, the objective may be long-term growth. Others may be approaching retirement, managing inherited assets, investing proceeds from a business sale or consolidating accounts accumulated over many years.

Gold Coast Capital Management uses those circumstances to develop an investment strategy designed around the individual investor.

Chicago Board of Trade representing personalized portfolio management Chicago Investors
02Our Process

How Our Portfolio Management Process Works

01

Understanding Your Goals and Current Investments

Before making portfolio recommendations, we first seek to understand your financial objectives and review the investments you already own.

That review may include your current asset allocation, diversification, concentrated positions, investment costs, advisory fees, account structure and relevant tax considerations.

If you already have a financial advisor, you do not need to transfer your investments simply to receive another perspective. Gold Coast Capital Management offers complimentary portfolio reviews for investors who want an independent assessment of their existing strategy.

Request a Portfolio Second Opinion
02

Building an Appropriate Investment Strategy

Once your objectives and current financial position are understood, we can determine how the portfolio should be structured.

The appropriate strategy will depend on factors such as your investment time horizon, tolerance for market volatility, liquidity requirements, existing assets and financial goals.

Diversification is an important part of this process. Rather than allowing the portfolio to depend excessively on one company, sector or market, we seek to create an allocation in which different investments work together within an appropriate level of risk.

Portfolio construction is based on what the investor needs the assets to accomplish rather than predictions about which investment or market will perform best next.

03

Ongoing Monitoring and Portfolio Management

Portfolio management continues after the initial investments have been selected.

Markets change over time, and so do personal circumstances. Asset allocations can drift, retirement may move closer, liquidity needs can change and financial priorities may evolve.

Gold Coast Capital Management monitors client portfolios and makes adjustments when appropriate to help keep the investment strategy aligned with the client's objectives.

03Core Principles

Our Investment Management Philosophy

Our approach to investment management is centered on a few principles that can be applied consistently over time.

01

Diversification & Risk

We believe portfolios should be appropriately diversified, with investment risk evaluated in the context of the client's financial circumstances rather than return potential alone.

02

Cost Awareness

Costs also matter. Advisory fees and underlying investment expenses reduce the amount of capital that remains invested, which is why cost awareness is part of the portfolio-management process.

03

Tax Awareness

For clients with taxable assets, relevant tax considerations may also influence investment decisions. This can include the potential consequences of selling appreciated positions, portfolio turnover or how investments are held across different account types.

04

Long-Term Discipline

Above all, we favor a disciplined long-term process over reacting continually to market headlines or short-term predictions.

Explore Our Investment Approach
04Life Transitions

Portfolio Management Through Different Stages of Life

The role of an investment portfolio can change considerably over time.

01

Approaching Retirement

Someone approaching retirement may need to reconsider investment risk, liquidity and how future withdrawals will affect the portfolio.

02

Receiving an Inheritance

An individual who has received an inheritance may suddenly own investments that were originally selected for someone else's objectives and need to determine how those assets fit into their own strategy.

03

Business Liquidity Event

A business owner who has completed a major liquidity event may need to transition from wealth concentrated in a private business to a diversified portfolio of financial assets.

04

Changing Financial Advisors

Investors changing financial advisors may also benefit from reviewing the existing portfolio before simply transferring every investment unchanged.

Gold Coast Capital Management helps clients evaluate these transitions within a broader investment strategy rather than treating each financial decision in isolation.

05Strategy & Execution

Portfolio Management and Investment Planning

Investment planning and portfolio management are closely connected, but they serve different purposes.

01

Investment Planning

Investment planning establishes the strategy. It considers what your assets need to accomplish, how much risk is appropriate, your investment horizon, liquidity requirements and how existing investments fit together.

02

Portfolio Management

Portfolio management implements and maintains that strategy. It involves constructing the portfolio, monitoring investments and allocation, evaluating risk and making adjustments when appropriate.

At Gold Coast Capital Management, the two work together so that the portfolio remains connected to the financial objectives it was created to support.

Explore Investment Planning
06Fee Transparency

Transparent Portfolio Management Fees

Gold Coast Capital Management charges a 0.50% annual advisory fee for ongoing advisory services.

Fees should not be the only consideration when choosing a portfolio manager. Experience, investment philosophy, fiduciary responsibility, communication and the quality of the advisory relationship also matter. Investors should nevertheless understand clearly what they are paying and what they receive in return.

See Why Fees Matter
Annual Advisory Fee 0.50%
$1,000,000 portfolio at 0.50% $5,000 annually
$1,000,000 portfolio at 1.00% $10,000 annually

For example, a $1 million portfolio subject to a 0.50% advisory fee would result in an annual advisory fee of $5,000, compared with $10,000 at a 1.00% fee on the same hypothetical portfolio value.

07Independent Custody

Your Investments Remain at Charles Schwab

Gold Coast Capital Management manages client portfolios while Charles Schwab serves as the independent custodian of client assets.

Your investment accounts remain in your name at Schwab, and you maintain direct access to your holdings, balances, statements and account information.

Gold Coast Capital Management provides investment management but does not take custody of client assets. This separation between the investment adviser and independent custodian provides clients with additional transparency into their accounts.

Learn About Charles Schwab Custody
Accounts remain in your name at Schwab
Direct access to holdings, balances and statements
Independent custody separate from portfolio management
Dragan Mark Filipovic, CFA®, Founder and Chief Investment Officer Founder & Chief Investment Officer
08Direct Access

Work Directly With Dragan Mark Filipovic, CFA®

Gold Coast Capital Management clients work directly with Dragan Mark Filipovic, CFA®, Founder and Chief Investment Officer.

Dragan brings approximately two decades of experience across investment banking, finance and wealth management. He founded Gold Coast Capital Management to provide individual investors with personalized investment management, transparent pricing and direct access to the professional responsible for their portfolio.

There is no handoff to a junior portfolio manager after the relationship begins. Dragan remains directly involved in understanding each client's objectives and managing the investment strategy over time.

Meet Dragan Mark Filipovic, CFA®
09Local & Nationwide

Portfolio Management for Chicago Investors

Gold Coast Capital Management provides portfolio management and investment management services for individuals and families throughout Chicago, including clients in and around Gold Coast, Streeterville, River North, Old Town, Lincoln Park, the Near North Side and Downtown Chicago.

Gold Coast Streeterville River North Old Town Lincoln Park Near North Side Downtown Chicago

Whether you are managing an established portfolio, preparing for retirement, consolidating investment accounts, investing newly acquired wealth or seeking another perspective on your current strategy, Gold Coast Capital Management can help you evaluate how your investments fit within your broader financial objectives.

We also serve clients nationwide where Gold Coast Capital Management is properly registered or exempt from registration.

10Questions & Answers

Frequently Asked Questions About Portfolio Management

A portfolio manager develops and oversees an investment portfolio based on the investor's objectives and financial circumstances. This can include asset allocation, investment selection, diversification, risk management, monitoring and making adjustments over time.

At Gold Coast Capital Management, clients work directly with Dragan Mark Filipovic, CFA®, for ongoing portfolio management.

Portfolio management focuses primarily on constructing and managing the investment portfolio. Wealth management takes a broader view of how those investments relate to the client's financial circumstances, retirement objectives and other significant financial decisions.

Portfolio management is therefore a core component of Gold Coast Capital Management's wealth-management services.

Yes. Gold Coast Capital Management offers a complimentary portfolio review for investors who would like an independent second opinion on their current strategy.

Requesting a review does not require you to change advisors or transfer your investments.

Yes. Gold Coast Capital Management provides portfolio management for individuals and families throughout Chicago and also serves clients nationwide where the firm is properly registered or exempt from registration.

Schedule a Consultation

Get an Independent Review of Your Investment Portfolio

If you are unsure whether your current portfolio remains aligned with your goals, are concerned about investment risk or fees, or simply want another professional perspective, a complimentary portfolio review can provide a useful starting point.

Speak directly with Dragan Mark Filipovic, CFA® about your current investments and what you need your portfolio to accomplish.

Speak Directly With Your Advisor (847) 899-7986 Serving Chicago, IL and clients nationwide.
Schedule Your Complimentary Portfolio Review Get a Portfolio Second Opinion

Gold Coast Capital Management, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are offered only to clients or prospective clients where Gold Coast Capital Management, LLC and its representatives are properly registered or exempt from registration. Nothing on this website should be construed as personalized investment, tax, or legal advice. Past performance does not guarantee future results.