Prime Capital Investment Advisors, the Registered Investment Advisor for Giesting Financial, has added Goldman Sachs as a custodian, offering more opportunities to clients.
Prime Capital Investment Advisors, a national Registered Investment Advisory firm with more than $20 billion in assets under management, has officially added Goldman Sachs Advisor Solutions as a custodial platform. This is an extremely exciting time for our team at Giesting Financial, as we expect this to open even more opportunities for our valued clients.
Among all other factors, our team is thrilled about the platform and its progressive and cutting-edge approach in the fintech industry. Scott Duba, the managing director for Prime Capital, said, “We believe GSAS’s digital-first, tech-forward approach to custody, combined with their lending and private investment capabilities, will enable us to provide our clients and advisors with resources on par with the largest private bank and wirehouse platforms.”
Goldman Sachs Advisor Solutions has grown rapidly as a custodian since its acquisition of Folio Financial in 2020. The longtime investment banking company also comes with a great reputation and history of success, consistently redefining possibilities in the financial services industry with its state-of-the-art technology. Here at Giesting Financial, we have full plans to leverage that technology and give our high-net-worth clients access to exclusive services and opportunities afforded by this new partnership.
“Our existing relationship with Charles Schwab will remain intact, but we will now be able to offer a greater level of service for our high-net-worth clients,” said our founder, Mark Giesting, ChFC®. “From their technology to their history to their status in the industry to their private investment possibilities, we see this new era with Goldman Sachs as a chance for even more growth potential that may not have existed before. I can’t wait to begin migrating funds to the platform to take advantage of the various resources we now have at our fingertips.”
Giesting Financial and Prime Capital Investment Advisors are preparing for the next chapter to be filled with great success. With a philosophical alignment, our pairing with Goldman Sachs allows our advisors and clients to discuss and share options that may better position them to achieve unique goals.
If you have any questions about how this new partnership can open windows and opportunities for you, please give us a call. You can reach Giesting Financial in Batesville, Indiana, at 812.933.1791 or in Columbus, Indiana, at 812.565.2726.
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”). Securities are offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated.