Gross Domestic Product, Inc

Gross Domestic Product, Inc. provides discretionary portfolio management and financial planning to individual clients, including high‑net‑worth individuals, as well as family offices, trusts, estates, private foundations and charitable organizations. Alongside traditional investment services the firm offers a broad set of auxiliary services, including concierge and special‑project support, third‑party tax preparation and coaching, and access to an online estate‑planning platform.

The firm constructs client‑specific portfolios that may include individual stocks and bonds, ETFs, mutual funds and REITs, typically pursuing a long‑term strategy while permitting shorter‑term trades when appropriate; its investment analysis draws on charting, fundamental, quantitative, cyclical and technical methods. Financial planning begins with an introductory session and client questionnaires and is supported by an online portal; accounts are managed on a discretionary basis with the ability for clients to impose reasonable restrictions.

Distinctive features include unusually extensive non‑investment services — concierge assistance that can cover personal, nonfinancial tasks, coordinated tax preparation and coaching delivered through third‑party providers, and use of the Wealth.com estate‑planning platform with advisor read‑only visibility — offerings that are less common among peers. The firm also discloses institutional custody relationships (Schwab and Altruist) that provide technology and platform support; those custodial arrangements furnish third‑party benefits tied to platform assets and represent a potential conflict of interest the firm acknowledges.