We aim to build a properly diversified portfolio of high-quality, well-researched investments for our clients. Operating under the philosophy of ‘buy and manage’, we plan to hold every security over the long term but we are always monitoring our positions and making changes when appropriate. We believe that sticking to a properly selected target risk level in both good times and bad is the best recipe for long-term investment success.
Our specialty is allowing clients to have real input into their investments, while still creating a properly constructed portfolio.
Along with the advisors, our investment team of CFA® charter holders’ primary responsibility is to monitor clients’ positions and research new investment ideas.
Our clients can connect directly with their knowledgeable advisor who act as independent fiduciaries–having no incentive to place them in any investment product for our benefit.
At GGS, we believe that your investment portfolio should reflect who you are. We create custom portfolios for every client, working closely with you to ensure your personal beliefs, ideals, and goals are represented within a professionally-designed, diversified portfolio.
We work closely with you to construct a portfolio made up of selected stocks, bonds and ETF's aggregated to your specific risk level.
Whether you are still working, transitioning to retirement, or already retired, we will work with you to develop a retirement plan that ensures your ability to meet your life goals.
We work with Individuals, Families, Organizations and Institutions.
By following a disciplined selection process consisting of the following three steps, we believe that our stock picks will generate long-term risk-adjusted outperformance for our clients:
Formed by its members as a Registered Investment Advisory Firm, Galvin, Gaustad & Stein, LLC provides personalized asset management, wealth management, and financial planning services for its clients.
Galvin, Gaustad, & Stein, LLC claims compliance with the Global Investment Performance Standards (GIPS®) and has been independently verified for the periods from January 1, 2014 through December 31, 2023.
Stephen R. Galvin – Principal
Stephen L. Gaustad – Principal
Mark P. Stein, CLU®, CFP® – Principal
Robert J. Krenn, CFA – Chief Investment Officer
Michael Bernstein, CFA – Director of Research
William Yurkovich, CFA, CIPM – Director of Portfolio Management
Eric Stein, CFP® – Investment Advisor
Ethan Everett – Investment Analyst
Shreyas Attavar – Investment Analyst
Jordan Galvin – Investment Advisor
Jessica Pariser, CFP® – Investment Advisor
Hunter Davis – Client Services Specialist | Advisor
Leah Stein Herbert – Client Services Specialist
Beth Searcy – Operations Manager
Sara Solano – Advisor Support
Kim Jamieson – Chief Compliance Officer
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Main Office:
7377 East Doubletree Ranch Road
Suite 250
Scottsdale, AZ 85258
Phone: 480.776.1445
Toll-Free: 800.554.1154
Fax: 480.306.6155
Additional locations:
Bellevue, WA
Beverly Hills, CA
Boise, ID
Broomfield, CO
New York, NY
Pittsburgh, PA