GSI Financials

GSI Financials, LLC provides investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts, estates, businesses and retirement plans. The firm offers both discretionary and non‑discretionary portfolio management, insurance planning (including fee‑based life, long‑term care and annuity products), and both percentage‑of‑AUM and subscription (flat retainer) fee arrangements.

The advisor generally follows a fundamental, long‑term investment approach, constructing diversified portfolios using low‑cost mutual funds and ETFs alongside individual stocks and bonds, and conducts ongoing monitoring with formal reviews at least annually. GSI Financials conducts internal due diligence on investments, works with clients to set asset allocation and risk tolerances, and may rebalance or harvest gains/losses and retain legacy positions for tax or portfolio‑fit reasons.

Notable distinctions include the firm’s stated provision of educational seminars and workshops and its affiliation with DPL Financial Partners to provide insurance education, comparisons and access to commission‑free insurance products, services the brochure highlights as part of its offering. The firm is a recently founded, single‑advisor practice (founded March 2023) reporting $434,174 in assets under management as of December 31, 2024 while generally noting a $500,000 minimum relationship size, and it participates on Schwab’s institutional platform, receiving technology and other non‑cash benefits disclosed in the brochure.