Advisors Magazine recently reached out to us looking to feature GTS in their January edition. They interviewed us to learn more about what makes GTS Financial one-of-a-kind. In their article, titled "From Values-Based Investing To Helping Play Cupid", they highlighted:
- Our unique approach of helping not only with investments, but with all financial questions our clients have.
- Our option to have your portfolio invested in socially responsible investments - aligning your beliefs with your money.
- Our "no-sales", caring approach when working with clients.
Here's a brief excerpt:
"Refusing to be pigeon-holed as a stock picker eyeing the next hottest investment, GTS Financial's strong suit is working closely and collaboratively with clients on virtually any decision involving money. And that approach has taken Meyer and his team into some atypical — but enjoyable — financial guidance areas.
“Just the other day, a client tells us he wants to find a significant other; and there are many different dating services and match-making coaches out there,” Meyer said. “Some of them require four-figure down payments and have various fee structures.”
Without hesitation GTS Financial jumped in to help. “We analyzed dating services and dating coaches with him,” Meyer smiled.
This is typical – GTS Financial aims to help with all decisions involving money, which can take some interesting twists and turns.
Indeed, transforming lives—not just money—is a GTS hallmark."
Original Article:From Values-Based Investing To helping play Cupid (advisorsmagazine.com)