See How Your PortfolioSupports Your Goals
Your investments should reflect what you want your money to accomplish. A complimentary portfolio review helps you understand how your accounts work together, the risks and investment costs involved, and whether your strategy fits your goals and cash needs.
We’ll explain what appears well positioned, what may deserve attention and what changes could better support your priorities.
No obligation to become a client, change advisors or transfer assets.
Request Your Complimentary Portfolio Review
Share your contact details, and we’ll contact you to arrange an introductory conversation.
What Your Review Can Help Clarify
Are Your Accounts Working Together?
Understand how your investments fit into one overall strategy.
Does Your Risk Fit Your Needs?
Consider diversification, concentrated holdings and when you expect to use the money.
Is Cash Available When You Need It?
Review how your portfolio supports spending, planned purchases and other commitments.
How Do Costs and Taxes Affect Returns?
Review investment costs and relevant tax considerations before making changes.
What Happens Next
Start With a Conversation
Discuss your goals, current investments and the questions you want answered.
Review Your Portfolio
Recent investment statements help us evaluate your holdings, risk, cash needs and investment costs.
Discuss the Findings
We explain what appears well positioned, what deserves attention and whether ongoing management could be useful.
You decide what happens next. There is no obligation to move forward.
If You Decide to Work With Us
Gold Coast builds and manages your investment portfolio as part of one ongoing wealth management relationship. Your goals, retirement plans, cash needs and relevant tax considerations inform how we invest and manage your money over time.
Work directly with Dragan Mark Filipovic, CFA®, as your needs and priorities evolve.
Before You Get Started
Can you review investments I manage myself?
Yes. Whether your investments are at one firm or spread across several accounts, we can review how they work together to support your goals. We consider your investment mix, risk, cash reserves and investment costs alongside when you expect to need the money.
We explain what appears well positioned, what may deserve attention and whether changes could better support your priorities.
What should I prepare for the review?
For our introductory conversation, be ready to discuss your goals, current investments and any questions or upcoming financial needs.
Recent investment statements are helpful for the portfolio review because they show your holdings, account types and balances. You do not need to upload statements to request a review. We’ll explain what information would be helpful and how to provide it.
Can I request a review if I already have an advisor?
Yes. You can request an independent perspective without leaving your current advisor, transferring assets or committing to any changes.
If your portfolio appears well positioned, we’ll explain why. If we identify concerns, we’ll walk you through them and discuss what may deserve a closer look so you can make an informed decision.
You can use the form on this page to get started. Our Portfolio Second Opinion page explains this option in more detail.
What happens if I want ongoing help?
We’ll explain our investment approach, fees and next steps so you can decide whether Gold Coast is the right fit.
You’ll work directly with Dragan Mark Filipovic, CFA®, through one ongoing wealth management relationship. We build, monitor and adjust your investment portfolio around your goals, retirement plans, cash needs and relevant tax considerations, so you can spend less time overseeing your investments.
The complimentary review does not commit you to becoming a client.
Start With a Clearer View of Your Portfolio
Complimentary review. No obligation to become a client.