Individual Consulting Division

HOW ARE MY INVESTMENTS DOING?

YOU DO NOT HAVE TO GO IT ALONE

CONFLICT-FREE INDEPENDENT ACCOUNT MONITORING

The Individual Consulting Division "ICD" has no built-in bias.  We are not trying to keep or acquire your account to manage it… we only consult by providing a monthly checkup, a second opinion for you to know if your investment account(s) is functioning correctly.  It works whether you actively utilize a financial adviser or manage your account.  As an ICD client, Gulfcrest will not accept you as a wealth management client.  We will never ask for nor accept any referral fee from any newly selected financial adviser or their firm in the cases where a new adviser may be appropriate.