Investment Portfolio Architecture

Conflict-Free Investment Management

Most investors don't realize that the advisor recommending their investments may be earning a commission on every product they buy. At GK Wealth Management, we operate as a fee-based Registered Investment Advisor (RIA). We are compensated by you — not by fund companies, insurance carriers, or product manufacturers. That means every investment decision we make is driven solely by what's best for your portfolio.

How We Build Your Portfolio

Our Chief Investment Officer, Teddy Bakhos, leads investment strategy for all GK Wealth Management clients. Every portfolio is constructed to reflect your specific goals, tax situation, time horizon, and risk tolerance — not a generic model based on your age alone.

• Risk tolerance and capacity assessment
• Strategic asset allocation design
• Tax-efficient fund and vehicle selection
• Rebalancing to maintain target allocation
• Tax-loss harvesting where appropriate
• Coordination with your overall financial plan
• Regular portfolio review and reporting
• Integration with retirement accounts, taxable accounts, and trust structures

What We Invest In

We work with a broad range of investment vehicles depending on your situation — including low-cost index funds, ETFs, individual equities, fixed income, and alternative strategies where appropriate. Our custodian is Charles Schwab, a top-tier institutional platform that gives you full transparency and security over your assets.

Investment Management for Business Owners

Business owners face unique investment planning challenges: concentrated positions, illiquid equity, timing around a sale or exit, and complex tax situations. Our investment management is designed to work alongside your business planning — helping you build wealth outside your business and prepare for the transition you're working toward.

Ongoing Monitoring & Reporting

Markets change. Your life changes. We monitor your portfolio continuously and provide regular performance reporting and commentary to keep you informed and confident. Our advisors are always available to discuss market conditions and how they relate to your personal financial plan.