Dorsey Wright & Associates (DWA) provides subscription based research tools for money management. There will always be uncertainty and risk in investing and it will never be completely eliminated. The Dorsey Wright tools are used to identify market leadership while measuring, reducing, and controlling risk, offering a systematic method of navigating the markets.
Claraphi is our managed account platform, providing access to third party asset managers, custom modeling, tax awareness, and performance reporting. Through our relationship with Claraphi, we are able to offer access to institutional money managers to retail investors at a fraction of the standard asset minimums.
eMoney Advisor powers our financial reporting and account aggregation platform, called www.MyDailyWorth.com It enables our clients the convenience of viewing all of their financial institution information on one website, listing all assets and liabilities, updated on a daily basis. My Daily Worth Video (Click to watch video)
Newbridge Securities Corporation is our broker dealer, providing full service securities brokerage and investment banking services to a broad based group of individuals and corporate clients.
Comprised of a committed and experienced team of financial service professionals, Newbridge seeks to empower their clients to build and preserve wealth by providing superior financial services and products. Their mission is to be the premier financial service company within the industry with committed and experienced professionals at all levels providing clients with quality financial products, services, and information.
Securities offered through Newbridge Securities Corporation. Newbridge Financial Services Group, Inc., is the Investment Advisory Division of Newbridge Securities Corporation, an SEC Registered Investment Advisor and Broker Dealer. Newbridge Securities is a Member of and SIPC.
Platinum Advisor is our practice management and marketing solutions platform providing marketing services for our organization. Our clientele expects and deserves world class service and support from their financial organization. Platinum Advisor allows us to market our services and convey our message to current clients and prospective members of our group.
AXOS Clearing is a member of the Securities Investor Protection Corporation (SIPC), which provides coverage for accounts up to $500,000 (including up to $250,000 in
cash) per client as defined by SIPC rules. AXOS Clearing’s policy through Lloyd’s of London provides additional account coverage up to $24.5 million (including up to
$1,150,000 in cash) per client as defined by SIPC rules. With both SIPC and Lloyd’s of London coverage, accounts are protected up to a total of $25 million per client (as
defined by SIPC rules) including up to $1,150,000 for cash balances, with an aggregate limit of $100 million. This coverage does not protect against the loss of the market
value of securities. For more information visit www.sipc.org or www.lloyds.com.
All companies and strategic alliances listed on the Gold Coast Financial Group website are their own entity and not affiliated with any other company listed. The
companies include, but are not limited to: Gold Coast Financial Group, Newbridge Securities, AXOS Clearing, Mains Law Office, GCFG Insurance, Dorsey Wright &
Associates, Investor’s Business Daily, eMoney Advisor, and Folio FN, Platinum Advisor.
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