Gqo Investment Advisors, Inc.

GQO Investment Advisors provides personalized investment management and related financial advice to individuals, trusts, estates, charitable organizations and small businesses, addressing goals such as cash flow management, education funding and retirement planning. The firm implements portfolios using stocks, bonds, mutual funds, ETFs and exchange-traded master limited partnerships and charges advisory fees based on assets under management.

GQOIA typically manages client relationships on a discretionary basis with tailored investment policy statements and periodic reviews (often quarterly) to respond to changes in goals or market conditions. Security analysis includes fundamental, technical, charting and cyclical methods, and recommended strategies range from long-term buy-and-hold to more active trading, options and use of global diversification.

The firm’s business model includes several uncommon affiliations for a supported adviser: its advisors are registered representatives of a FINRA broker-dealer used for execution and clearing, and principals maintain an affiliated CPA practice and a general insurance agency that provide tax, estate-planning and insurance services. Those overlapping broker-dealer, accounting and insurance activities are disclosed in the brochure and governed by the firm’s code of ethics and conflicts-of-interest procedures.