Overview
• Goldstein Capital Corp. (GCC) was incorporated on March 30th, 1995.
• Paul Goldstein is the only principal owner of GCC.
• GCC provides investment advisory services for individuals, institutions, and pooled investment vehicles,
such as GCC’s proprietary hedge fund -- the Goldstein Capital Managed Bond Portfolio (our “Hedge
Fund”).
B.
• The types of investment advisory services that GCC offers include overall portfolio reviews, asset
allocation, asset selection and general investment advice.
• GCC provides investment advice with respect to a broad range of assets that include bonds, stocks,
alternative investments, ETFs and mutual funds.
• GCC has extensive experience and expertise investing in high quality bonds such as US Treasury bonds,
government agency bonds, mortgage-backed securities (MBS) and municipal bonds.
• One specialty of GCC is cash management.
• We apply our bond market expertise in the management of separately managed accounts as well as for our
Hedge Fund -- a leveraged portfolio investing in high quality MBS. GCC has managed this Hedge Fund
since 1995.
• Paul Goldstein, our President, and Chief Investment Officer has over 35 years of bond market experience.
C.
• GCC typically customizes its investment advisory service to suit the unique needs of its clients (as noted
in the section above). We manage a client’s account within the unique guidelines defined in that client’s
investment management agreement, which may restrict investments to certain securities.
D.
• GCC currently does not participate in wrap free programs.
E.
• The amount of discretionary regulatory assets under management was $333,726,136 as of December 31st,
2023. There were no non-discretionary assets under management as of December 31st, 2023.
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