Who We Serve

Retirees & Pre-Retirees

The transition into retirement changes what you need from your investments.

As retirement approaches, questions around portfolio risk, future withdrawals, investment income, taxes, Social Security and long-term growth become increasingly important.

Gold Coast Capital Management works with retirees and pre-retirees who want to understand whether their current investment strategy is prepared for that transition.

We help clients evaluate their portfolio within the context of the retirement they are planning for and manage investments with both near-term needs and long-term objectives in mind.

Individuals & Families Managing Inherited Wealth

Receiving an inheritance can substantially change your financial circumstances.

You may suddenly be responsible for cash, investment accounts, individual securities or other assets that were not part of your previous financial plan.

Rather than making immediate investment decisions, it can help to first understand what you have inherited and how those assets fit within your broader financial picture.

Gold Coast Capital Management helps individuals and families evaluate inherited investment assets, understand existing portfolios and develop an investment strategy based on their own goals, risk tolerance and time horizon.

Business Owners & Major Liquidity Events

For many business owners, a significant portion of personal wealth may remain concentrated in the company they built.

Selling a business, receiving a major distribution or experiencing another liquidity event can fundamentally change that picture.

Suddenly, capital that was previously tied to a private business may need to be invested, diversified and managed for an entirely different purpose.

Gold Coast Capital Management works with business owners and individuals navigating significant liquidity events to develop an investment strategy for the next stage of their financial lives.

Professionals & Executives

As careers progress, financial lives often become more complex.

Gold Coast Capital Management works with professionals and executives who want a disciplined investment strategy and direct access to an experienced investment advisor.

We help bring individual accounts and investment decisions together within a broader portfolio strategy aligned with long-term objectives.

Physicians & Healthcare Professionals

Physicians and other healthcare professionals may spend years developing their careers while simultaneously building substantial financial assets.

The demands of practicing medicine can leave limited time for managing an increasingly complex investment portfolio.

Gold Coast Capital Management works with physicians and healthcare professionals who want an independent advisor to help evaluate, organize and manage their investments around their goals and long-term financial priorities.

Our focus is investment planning and portfolio management, with direct access to Dragan Mark Filipovic, CFA® throughout the advisory relationship.

Individuals & Families Building and Preserving Wealth

You do not need to be experiencing a major financial event to benefit from professional portfolio management.

Gold Coast Capital Management also works with individuals and families who have accumulated investments over time and simply want a clearer, more disciplined strategy.

You may have:

We help evaluate how those assets fit together and develop an investment strategy around your goals, risk tolerance and time horizon.

Investors Looking for a Second Opinion

Sometimes the question is not whether you need financial advice.

It is whether the advice you are currently receiving is still right for you.

You may be wondering:

Gold Coast Capital Management offers complimentary portfolio reviews for Chicago investors who want an independent perspective on their existing strategy.

There is no obligation to change financial advisors or transfer assets simply because you request a second opinion.