Introducing… GUIL — All the expertise, none of the hassle. GUIL (GUided Investment Launchpad) is an easy to use, automated digital platform that allows you to take control of your investments while tapping into expert support when you need it.
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No Account MinimumsGet started with any amount.
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No Hidden Fees or ChargesEasy to understand pricing information.
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Individualized PortfolioDesigned to help meet your financial goals.
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Convenient and Simple DashboardView your information easily.
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No-nonsense, Expert AdviceReach out to our team whenever you need to.
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Get Started With Your GUIL
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Let financial technology work for you!
GUIL is an intuitive client experience using well-researched, low-cost investments. This is your solution for starting your path to future financial betterment.
NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT GUARANTEED BY THE BANK | MAY GO DOWN IN VALUE
Guil may be appropriate for clients who do not desire/require ongoing communications with GSB Wealth Management regarding their investment portfolios and are comfortable with the technological aspects of Guil. An investment adviser that uses algorithmic and other technology-based programs to provide clients with discretionary asset management services is typically offering an investment program with limited human interaction through an online, electronic-based delivery model. In contrast to traditional advisory relationships where investment adviser personnel typically interact with clients to form a basis for the investment advice given, automated investment programs and platforms rely on other techniques such as online questionnaires to gather client information in order to make suitability determinations for their clients. Limited human interaction between investment advisory personnel and clients presents unique challenges and risks. If there is no human interaction involved in an automated investment program, there is no opportunity to explain the context for the questions asked, to ask follow-up questions about a client’s responses, to provide assistance to clients completing the questionnaire or to address inconsistencies in client responses. Moreover, an adviser may have limited information and transparency on the algorithms designed and maintained by third-party program sponsors or participants. Even small changes to the algorithms used may cause significant changes to a client investment account. Consequently, automated investment programs should only be used by individuals not requiring sophisticated modeling or frequent personal interactions with advisory personnel and those comfortable with the technological aspects of a particular investment platform.
GSB Wealth Management, LLC. | 2614 Boston Post Road, Suite 16A, Guilford, CT 06437 | 203.453.9075 | Important Disclosure Information | Privacy Disclosure | Form ADV | Form CRS
GSB Wealth Management, LLC. | 2614 Boston Post Road, Suite 16A, Guilford, CT 06437 | 203.453.9075 | Important Disclosure Information | Privacy Disclosure | Form ADV | Form CRS