Phone: 504-610-8109 

© InterCapital Management

© 2019 InterCapital, LLC
 

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​SECURITIES OFFERED THROUGH LPL FINANCIAL, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GWM ADVISORS, A REGISTERED INVESTMENT ADVISOR. GWM ADVISORS and GULF POINT ADVISORS are separate entities from LPL Financial.

 The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states:  LA.
 

​GWM ADVISORS is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where GWM Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by GWM Advisors unless a client service agreement is in place.
 

* As reported in Financial Planning Magazine, June 1996-2016, based on total revenue.

** LPL Financial representatives offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial

Our Services 

Investing Consciously Towards the Future 

Managed Concentrated Portfolio

Our team believes strongly that holding a relatively small number of stocks allows for our "best ideas" to have a meaningful impact on performance. Therefore, our managed portfolio's will hold fewer stocks than the typical stock mutual fund. We may invest more in our top choices than in investments we find to be less attractive. The portfolio will typically hold between 15-30 securities.

The Adviser may buy companies of any Market Capitalization Size. If all is equal, we prefer larger companies to smaller companies 

Customized Investment Accounts

While we primarily invest in equities, we also create customized portfolios with clients that include bonds and cash depending on a client's particular financial objectives and risk tolerance. Every family has unique needs and our team works with you to customize portfolios 

  • Competitive management fee 

  • No third-party fees 

  • Goss Advisors Managed Accounts 

  • Tax Efficient 

  • High flexibility and Liquidity 

  • High-touch service 

Family Wealth Preservation

Legacy planning for the next generation is an important consideration for every family. Our team has unique experience working with families and outside advisors to carefully craft a plan

  • Business Succession Planing 

  • Connections to Fund Advisors, Tax Attorneys and Accountants across the country

  • Family Legacy & Governance 

  • Charitable Giving 

  • Trust & Estate Planning

  • Insurance Planning & Asset Protetction