Bridge located across the Sacramento River near Genovese Burford & Brothers, fiduciary investment advisors.
 

Investment Consulting

Investment management and consulting is the heart of what we do, and our program is centered on managing fiduciary risk and promoting great participant investment decisions.

We help fiduciaries manage risk by accepting the highest level of fiduciary responsibility for managing the investment program (often referred to as an ERISA 3(38) investment manager). This responsibility includes the selection and monitoring of the investments made available to participants, as well as the management of risk-based investment models from which participants select.

Our investment consulting is unique because we design our program around helping participants make great investment decisions. Participants have the option to choose from menus featuring "do-it-for-me," "help me," or "I can do this on my own" solutions. The majority of participants we speak with desire to have their money managed for them or want significant help in managing their investments. Our investment consulting seeks to place the majority of participant dollars in professionally managed portfolios, the "do-it-for me" option.

For participants who fall into the "help me" category, GBB can work directly with participants and advise them on an appropriate investment strategy, whether using one of GBB's asset allocation strategies or creating a custom approach.

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Money 101


Earlier this year, GBB hosted another installment of Money 101, our attempt to improve financial literacy.  Kids and grandkids of our clients were invited to spend a few hours learning about stocks, the dangers of debt and credit, financial planning, and entrepreneurship.  The kids asked great questions and everyone enjoyed the day!

**Stay tuned for the series of 6 videos that will highlight the day's topics of Investments, Financial Planning, Credit, Evaluating a Job Offer, Paying for College, and Entrepreneurship.

Kelly Brothers, CFP®, MBA | Financial Advisor | Partner 7/12 Money 101- Introduction to the day!

 

See more here