GS Investments, Inc.
GS Investments, Inc. is an independent, SEC-registered investment adviser founded in 1993 and headquartered in downtown Minneapolis, Minnesota. The firm manages separate accounts for individuals, corporate pension and profit-sharing plans, foundations, and endowments. With fewer than 25 employees, GS Investments focuses on providing high-quality, personalized wealth management services and building long-term client relationships. Their mission is to be the premier provider of investment management guidance, with a focus on meeting unique objectives for each client while achieving superior long-term investment performance.
Investment Strategy
GS Investments utilizes a personalized, comprehensive approach to wealth management, emphasizing the use of high-quality individual securities and exchange-traded funds (ETFs) tailored to each client's unique needs and long-term financial objectives. The firm collaborates closely with clients to develop appropriate investment strategies aiming for superior long-term performance while balancing risk and cost. GS Investments serves a diverse range of clients, including individuals, corporate pension and profit-sharing plans, foundations, and endowments.
Top Holdings
Equity Positions (115)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
K KLAC | KLA CORP | 4.54% | $10.3M | 11,450 | $347.33 | $895.74 | +$2.5M |
M META | META PLATFORMS INC | 4.37% | $9.9M | 13,369 | $245.34 | $738.09 | +$2.0M |
A AAPL | APPLE INC | 4.20% | $9.5M | 46,219 | $141.56 | $205.17 | -$837.9K |
A AMP | AMERIPRISE FINL INC | 3.58% | $8.1M | 15,149 | $191.60 | $533.73 | +$686.3K |
V V | VISA INC | 3.53% | $8.0M | 22,414 | $134.54 | $355.05 | +$18.4K |