GFS Advisors, LLC
GFS Advisors, LLC is a registered investment adviser headquartered in Houston, Texas. Founded in 2007, it primarily serves both domestic and international clients, offering customizable asset allocation, portfolio management, and financial planning services. The firm manages over $3.3 billion in assets and employs 11 professionals, the majority of whom are investment personnel. GFS serves a diverse client base including individuals (high net worth and others), charitable organizations, and corporations. The firm is affiliated with Global Financial Services, LLC, a broker-dealer.
Investment Strategy
GFS Advisors, LLC provides fully customizable investment management solutions and financial planning tailored to clients’ financial situations, objectives, risk tolerance, and time horizons. Portfolios are constructed using a mix of individual securities, primarily stocks and bonds, and may include open-end mutual funds and ETFs that cover domestic, foreign, and alternative investments. The investment approach spans a spectrum from conservative to aggressive strategies, depending on client needs. Both discretionary and non-discretionary account management is available, and advice is given only on non-proprietary investments.
Top Holdings
Equity Positions (146)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DIS | DISNEY WALT CO | 4.65% | $34.0M | 273,791 | $96.19 | $124.01 | +$4.6M |
S SPY | SPDR S&P 500 ETF TR | 4.46% | $32.6M | 52,792 | $617.85 | $617.85 | +$32.6M |
M MSFT | MICROSOFT CORP | 4.08% | $29.8M | 59,931 | $497.41 | $497.41 | +$29.8M |
A ACWI | ISHARES TR | 3.56% | $26.0M | 202,200 | $120.17 | $128.60 | +$5.7M |
V VWO | VANGUARD INTL EQUITY INDEX F | 3.41% | $24.9M | 503,370 | $47.49 | $49.46 | +$1.8M |