Unlike our competitors that hide from transparency, our app, the GWS Portal, allows our clients to easily view their investment performance net of fees, their detailed benchmarks, and fees paid to our firm. We believe this simple transparency strengthens trust with the families we serve and, surprisingly, allows us to stand out in the wealth management field. It was developed with industry-leading technology from Black Diamond. In particular, our best-in-class Portfolio Dashboard facilitates a phenomenal digital experience for the families we serve.
View the video below for a demo of how our app works or request a more personalized in-depth demo.
Daniel Goeddel, MBA
Partner, Chief Operating Officer & Wealth Advisor
Another way we've embraced technology is the launch of our firm's YouTube channel 2020. Our clients asked for more frequent updates on the economy and market impact, and we answered! Follow us on YouTube so you never miss an update!
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