GFO Strategies
Our investment strategies, on their own
GFO Strategies is the investment platform used inside Private Wealth Management, available on its own for investors who want disciplined management without the full planning relationship. $250,000 per strategy for new clients, managed by a team with more than twenty years of experience managing client capital.
The strategies
Distinct by design
Each is a separately managed account built for a specific role, from a conservative anchor to a concentrated growth engine. You own the securities in your own account, and each strategy can stand alone or be blended to match your risk profile.
The Cornerstone
The Evidence-Based Core
The Conservative Anchor
GFO Select Dividend
GETF
GFO Stable Income
Established companies with a record of paying and raising dividends, bought when their yield is historically attractive rather than chased. Built as a core equity holding aimed at rising income and long-term growth.
A diversified, low-cost, all-ETF portfolio run on a disciplined, indicator-driven framework across three sleeves. It shifts toward defensive assets and cash when the evidence turns, instead of riding a decline.
High-quality, short-maturity individual bonds held to maturity, alongside money market funds. Designed for capital preservation and liquidity, with limited sensitivity to interest-rate moves.
The Growth Engine
The Thematic Satellite
GFO Momentum Select
GFO Frontier
A concentrated, rules-based momentum strategy holding roughly 25 equal-weighted U.S. growth companies with confirmed upward trends, reviewed monthly. Deliberately aggressive, and meant to be a sized growth satellite, not core capital.
Currently closed to new investors
A thematic strategy in the infrastructure of digital money, AI, and the data centers that power them. The most aggressive in the lineup, held as a small, opt-in sleeve for investors who accept high volatility.
A short conversation, not a pitch
Fifteen minutes to walk through the strategies and how they could fit your goals, with a plain answer on whether GFO Strategies is right for you.
GFO is a private wealth firm in Coral Gables, Florida, serving families and business owners through Private Wealth Management, GFO Strategies, and Income & Protection.
© 2026 GFO - Investment Advice is offered through Belpointe Asset Management, LLC, 500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV 89521. Insurance products are offered through a variety of licensed carriers. Additional information about Belpointe Asset Management is available on the SEC’s website at www.adviserinfo.sec.gov. It is important to read our disclosures available at this link: https://belpointeasset.com/disclosure/
