When it comes to investing for the future, you've likely had a couple of options: You could do it yourself, or you could hand it off to an investment manager. The first can be tedious, time-consuming, and error-prone; the second has historically meant tolerating outdated technology and potential conflicts of interest.
OUR COMMITMENT
We're a fiduciary, which means we act in your best interests. Unlike many other investment managers, we aren't compensated for choosing certain funds for your portfolio, and we don't have our own investment products to sell. We only do what we believe is right for you.
It's hard to imagine, but a brokerage used to be the only place you could get real-time stock quotes. Clients couldn't make a transaction unless they went into the office or called. Our advice shifted from stock and mutual fund selection to asset allocation and portfolio design based on your risk tolerance. That has been replaced because, if you can build a portfolio based on a questionnaire, then computers can do that cheaper, and maybe better.
CLARITYFinancial Life Management helps you consider your entire life — and define what you want your money to do for you.
CONFIDENCEDevelop a plan and put your money into action with Financial Planning and Investment Management
Our Financial Life plan gives you insight and total control over your life, so you can adjust to the Inevitable changes.
The financial markets have rewarded long-term investors. People expect a positive return on the capital they supply, and historically, the equity and bond markets have provided growth of wealth that has more than offset inflation.
Academic research has identified these equity and fixed income dimensions, which point to differences in expected returns. Investors can pursue higher expected returns by structuring their portfolio around these dimensions
You never know which market segments will outperform from year to year. By holding a globally diversified portfolio, investors are well positioned to seek returns wherever they occur.
Many people struggle to separate their emotions from investing. Markets go up and down. Reacting to current market conditions may lead to making poor investment decisions.
Daily market news and commentary can challenge your investment discipline.
Some messages stir anxiety about the future while others tempt you to chase the latest investment fad. When headlines unsettle you, consider the source and maintain a long‑term perspective.
A financial advisor can offer expertise and guidance to help you focus on actions that add value. This can lead to a better investment experience.
We start with your goal—the reason you're investing. Then, we make various recommendations: risk level, amount to invest, and type of account.
This type of personalized strategy is called "goal-based investing," and research shows it improves outcomes by encouraging optimal behavior and more precise wealth management.
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We'll create a slightly more conservative portfolio, given that this is a short- to medium-term goal.
We're here to help you roll over old 401(k)s and IRAs to help you make the most of your money.
We're prepared, because our advice model factors in market downturns. We've also put guardrails in place to help prevent you from making decisions in the heat of the moment.
You can sync your outside accounts, such as other 401k's investments and bank accounts, to see if you're losing money to high fees and uninvested cash.
GIA Investment Advisors is an independent, fee-only Registered Investment Advisor. We help you build a firm financial foundation for your life, using tools and techniques that will help you build the future you want.
Located in Portsmouth, New Hampshire, we’re a family-owned firm that takes a personal approach to working with people like you. Our goal is to partner with individuals and families who are eager to take positive steps that will allow them to use their money to build the life they desire.
For more than four decades, we’ve helped people manage their financial lives at every stage of life. Today, we offer a comprehensive array of financial and tax planning services so you can get answers to your financial questions and move forward with confidence.
Where are you in your financial life and what are you investing for? Dream vacation? Down payment? Nice little retirement?
Based on your answers, we'll recommend an investing plan and use our technology to build you a personalized portfolio.
And we keep working. Once we get you set up, we'll manage your portfolio with tax-smart technology.
We're taking proven investment strategies that have been around for decades and use modern technology to make them more efficient. Whether you're saving for retirement, a house, or a couch, we're here to help you improve your financial life.
The quickest way to get started is to give us a call at 888-442-2274 to set a meeting.
Or schedule it yourself right here, and we’ll get back to right away. Because the sooner you begin, the sooner you’ll have clarity and direction. And the sooner you’ll be living your life on your terms. You know… The way it ought to be.
Hours & Info
888-442-2274
Working hours: M-F 9am – 5pm
36 Maplewood Ave
Portsmouth, NH 03801