Portfolio ManagementFocused on Your Goals
Gold Coast builds and manages your investment portfolio so you can spend less time overseeing it. We align your investments with your goals, cash needs and comfort with risk.
Work directly with Dragan Mark Filipovic, CFA®, through one ongoing wealth management relationship.
Both reviews are complimentary. No obligation to become a client.
What We Manage for You
We make investment decisions across the accounts we manage, with your broader financial picture in view.
Investment Mix
We select investments and build a diversified mix of stocks, bonds and cash around your goals, time horizon and comfort with risk.
Monitoring & Rebalancing
We monitor holdings, review concentration and overlapping investments, and rebalance when appropriate to keep your portfolio aligned with your strategy.
Cash & Withdrawals
We plan cash reserves and withdrawals around retirement income, planned purchases and other upcoming needs.
Investment Costs & Taxes
We evaluate investment expenses and potential tax consequences when selecting investments, selling holdings or making portfolio changes.
Start With the Portfolio You Have
We review your existing investments before deciding what to keep, what to change and how to make the transition.
Understand Your Holdings
Review your accounts, cash needs, investment costs and unrealized gains alongside your goals.
Plan Any Changes
Evaluate which holdings fit your strategy and weigh potential taxes and costs before making changes.
Manage and Adjust
Monitor your portfolio and revisit the strategy with you as your needs and circumstances evolve.
Direct Access. Clear Accountability.
Your Investment Manager
The person you speak with is the person managing your portfolio. Work directly with Dragan Mark Filipovic, CFA®.
Independent Fiduciary
Investment advice centered on your goals, with an obligation to act in your best interests.
Independent Custody
Your assets are held in accounts in your name at Charles Schwab, with statements and online access provided directly by Schwab.
Standard annual advisory fee: 0.50% of assets under management.
Underlying fund expenses and applicable third-party charges are separate.
Before You Get Started
How does portfolio management fit into wealth management?
Portfolio management puts your investment strategy into practice. We select investments, monitor holdings, rebalance when appropriate and plan cash reserves across the accounts we manage. Your retirement plans, upcoming expenses and relevant tax considerations guide those decisions. These activities work together within one ongoing wealth management relationship, keeping your portfolio connected to what you need your money to accomplish.
Will I need to sell my existing investments?
Not necessarily. We review your holdings before deciding what to retain or change. That review considers diversification, investment costs, unrealized gains and how each holding supports your strategy. Where changes make sense, we weigh their potential benefits against taxes and other costs. The transition begins with the portfolio you have and a clear understanding of your needs.
Who makes the investment decisions in my accounts?
Dragan Mark Filipovic, CFA®, Gold Coast’s founder and Chief Investment Officer, makes investment decisions under the authority established in your advisory agreement. This allows us to handle day-to-day portfolio decisions without requiring you to approve every trade.
You remain involved in setting goals and communicating changes in your circumstances. Your assets are held in accounts in your name at Charles Schwab, where you receive statements and direct online access.
How often will my portfolio be reviewed or rebalanced?
We monitor your portfolio as part of ongoing management and rebalance when appropriate. Market movements, changes in individual holdings, deposits, withdrawals or new personal priorities may prompt adjustments.
A review does not always lead to a trade. We weigh the need for changes against investment costs, potential taxes and your longer-term strategy, so activity serves a purpose.
How do I get started?
Start with a complimentary review of your current portfolio. We discuss your goals, examine how your investments work together and identify areas that may deserve attention.
If you decide to work with us, we explain the advisory agreement, account setup and proposed approach to your existing holdings before ongoing management begins. You can ask questions and decide whether the relationship is right for you without an obligation to move forward.
A Clearer View of Your Portfolio Starts Here
Already Have an Advisor?
Get an independent perspective on your current investments, risks and investment costs.
Portfolio Second OpinionDon’t Have an Advisor?
See how your investments fit together and whether they support your goals and cash needs.
Complimentary Portfolio ReviewBoth reviews are complimentary. No obligation to become a client.