Investment Management Outsourcing for Financial Planners

Make your firm stand out.

Enhance the client experience with professional investment management tailored for financial planning firms. GBKS provides outsourced portfolio management, allowing you to focus on your clients while we handle portfolio strategy and execution.

Strengthen Your Investment Offering.

As a dedicated Portfolio Manager, we help financial planners deliver stronger risk-adjusted results through data-driven portfolio management, risk assessment, and market analysis—without the overhead of an in-house investment team.

Seamless Investment Solutions for Your Firm.

Our investment solutions are designed to integrate with your financial planning business, delivering optimized portfolios and strategic insights to support your clients’ financial goals.