GPS Investments

William Jones is a CFP® with 36 years of industry experience, currently serving as an advisor at GPS Investments in Scottsdale, AZ. His prior roles include positions at Fortune Financial Services, Mutual Securities, Inc., Mutual Advisors, LLC, and Massachusetts Mutual Life Insurance Co. He is also the CEO and founder of Global Portfolio Solutions, where he provides fee-based advisory services and life insurance solutions. GPS Investments offers discretionary wealth management, financial planning, and retirement plan advisory services to individuals, charitable organizations, and retirement plans. The firm employs a fundamental analysis approach with a long-term orientation, constructing diversified portfolios that may include stocks, bonds, mutual funds, ETFs, alternative investments, and independent managers, while also managing accounts actively to meet client objectives.

Trevor Cross is a financial advisor with GPS Investments in Mesa, AZ, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Mutual Securities, Mutual Advisors, and Mass Mutual Investors Services. He is also a licensed insurance agent involved in insurance sales and implementation. GPS Investments provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, charitable organizations, and retirement plans. The firm manages approximately $124 million in client assets, employing a fundamental, long-term investment approach with diversified portfolios that may include stocks, bonds, mutual funds, ETFs, alternative investments, and independent manager allocations.