GSP Financial Strategies

Overview

GSP Financial Strategies is a small, independently owned advisory firm that provides portfolio management primarily to individuals and small businesses. The firm operates as an LLC and runs a hybrid billing model that combines a percentage of assets under management with hourly fees, which suggests a mix of ongoing portfolio oversight and project-based planning work. Advisory activity is focused on discretionary recommendations that clients implement in a non-discretionary relationship—the firm reports its assets as non-discretionary—so GSP acts largely as a trusted adviser and planner rather than as a full-time trading manager. Investment posture is conservative-to-moderate and centered on pooled public funds: the firm’s reported SMA assets are concentrated in mutual funds and other public fund vehicles. GSP is not an active ESG investor and does not position itself as a pension consultant or multi-state adviser. Industry affiliations with an insurance company and a real estate broker point to ready access to insurance-based solutions and real estate deal flow, which align with the firm’s use of annuities and direct/indirect real estate allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices