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Goldman Sachs Personal Financial Management


unitedcp.com


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Goldman Sachs Personal Financial Management

Office phone +1 713-401-****
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Homepage https://www.unitedcp.com
LinkedIn Profile https://linkedin.com/company/zirki***nvestment***
HQ Location United States , Texas, Houston
:1177 W Loop S Suite 1685, Houston, TX 77027
Coordinates 30.******° N, -95.******° E
Last Update 2023-07-29
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Since 1973, Zirkin-Cutler Investments has managed wealth for families, small businesses, trusts, endowments, corporate and family foundations, and retirement plans utilizing individual equities and bonds. With almost two billion dollars under management, our professionals follow time-honored investment traditions, eschewing the latest fads, to create portfolios of securities specifically designed to meet a client’s individual needs. We offer no products. We receive no commissions beyond our management fee, which is among the lowest in the industry. We are completely independent in our decision-making processes. In short, we offer highly personalized, straightforward wealth management for individuals and institutions – a style of service we hope to introduce in this narrative. We are conservative investors, avoiding the latest momentum driven sector in favor of long-term commitments to high quality securities while always looking to harvest gains where and when it is appropriate. We firmly bel



Financial Services, Banking, and Investment Solutions

Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.

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Details of Goldman Sachs Personal Financial Management

Founded in
1973
Services
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Industry
Financial Services, Banking, and Investment Solutions
Company Type
Private Company
Enterprise Size
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Headquartered
United States, Texas, Houston
Website
https://www.unitedcp.com


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