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Our Funds

As an investor, you want your money to grow.  And you know sitting your money in a bank savings account will not help you do that — but our market-beating stock funds will.

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5-YR client retention rate & 5-star Yelp rating

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Avg. 2018 Return (1/2018 - 1/2019)

With GFS funds, we provide solutions strategically designed to help you maximize returns and minimize cost and risk. We are constantly building on our mission to help you become financially free by always improving our funds to enable you to seek flexibility in all market conditions, over any period of time.

When you invest in our funds you will get…

  • Access to your funds 24/7, anywhere you have internet access
  • Smart rebalancing, we automatically rebalance all funds every year to minimize your risk, cost, and taxes to maximize your returns
  • Professional investing analysis, we analyze terabytes of economic data to create portfolios based on growing trends boosting the global economy so your money can work harder for you
  • Access to fractional shares, if you wanted to purchase one share of every stock in our software services fund it would cost you almost $2,000.  Because our funds allow you to buy fractional shares you can own these stocks for as $500.
  • Market-beating performance, as of 1/22/2019 some of our funds have more than doubled the return of the S&P 500 since inception (inception date of Mobile Money Fund 1/22/2014)
  • An award-winning investing platform, CNBC, Forbes and Fast Company have awarded our preferred investing platform
  • Top of the line security and trust, we are a FINRA registered investment advisor and SIPC protection on cash in accounts

how to get started

Investing With Us is Simple

BOOK A TIME FOR US TO SET UP YOUR ACCOUNT

Book a time that works for you.  We’ll meet with you online to set up your account.  You’ll only be charged a low, one-time fee of $297.

HOLD A VIRTUAL MEETING

We’ll set up your account with our award-winning brokerage, that has been recognized by Forbes, CNBC, and Fast Company.  During meeting we’ll make sure all of your questions are answered.

WE PUT YOUR MONEY TO WORK

You can start investing with as little as $1,000.  We will automatically invest your deposits into our premiere portfolios.  You can log into your account through the app or online anytime you want to see how your money is doing.

 

Our Funds

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Software Services - 1 YR RTN

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S&P 500 - 1 YR RTN

Today, every government, company, and individual who goes online is at risk.  As of 2012, computer miscreants claimed 12 cybercrime victims per second with the average cost per victim rising by 50% to a combined total of $113 billion over a 12-month period.
STOCKS IN FUND
19
WEIGHTING METHODOLOGY
Adjusted Market Cap
REBALANCE FREQUENCY
Annually

Research

  • Identified US-listed stocks and ADRs of companies involved in providing software services
  • Segmented companies by their focus within Software as a Service (SaaS).

Weight

  • Determined each company’s percentage of total revenue derived from SaaS related activities
  • Applied a pure-play factor to give greater relative weight to companies that derive a higher percentage of their revenue from SaaS related activities
  • Weighted each company by its market capitalization adjusted for revenue exposure to SaaS

Optimize

  • Created a fund by running the stocks through an optimization engine to get a subset of stocks with the same risk/return characteristics as the GFS portfolio strategy.

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Mobile Money - 1 YR RTN

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S&P 500 - 1 YR RTN

A market study shared by CNBC showed people around the world are expected to make 726 billion transactions using digital payment technologies by 2020.
STOCKS IN FUND
20
WEIGHTING METHODOLOGY
Adjusted Market Cap
REBALANCE FREQUENCY
Annually

Research

  • Identified US-listed securities and ADRs of companies that provide products and services related to electronic payments to create a universe of stocks.
  • Segmented companies by principal electronic payments-related activity

Weight

  • Determined each company’s percentage of total revenue derived from electronic payments-related activities
  • Applied a pure-play factor to give greater relative weight to companies that derive a higher percentage of their revenue from electronic payments-related activities
  • Weighted each company by its market capitalization adjusted for revenue exposure to electronic payments

Optimize

  • Created a fund by running the stocks through an optimization engine to get a subset of stocks with the same risk/return characteristics as the GFS portfolio strategy.

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Cyber Security - 1 YR RTN

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S&P 500 - 1 YR RTN

Today, every government, company, and individual who goes online is at risk.  As of 2012, computer miscreants claimed 12 cybercrime victims per second with the average cost per victim rising by 50% to a combined total of $113 billion over a 12-month period.
STOCKS IN FUND
19
WEIGHTING METHODOLOGY
Adjusted Market Cap
REBALANCE FREQUENCY
Annually

Research

  • Identified US-listed stocks and ADRs of companies involved in providing cyber security
  • Segmented companies by their focus within cyber security

Weight

  • Determined each company’s percentage of total revenue derived from cyber security related activities
  • Applied a pure-play factor to give greater relative weight to companies that derive a higher percentage of their revenue from cyber security related activities
  • Weighted each company by its market capitalization adjusted for revenue exposure to cyber security

Optimize

  • Created a fund by running the stocks through an optimization engine to get a subset of stocks with the same risk/return characteristics as the GFS portfolio strategy.

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GFS Multi-sector - 1 YR RTN

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S&P 500 - 1 YR RTN

If you browse the entire globe for the fastest growing businesses, in the fastest growing industries, what do you get?  The GFS-Multi-Sector Fund.

STOCKS IN FUND
30
WEIGHTING METHODOLOGY
Adjusted Projected Growth
REBALANCE FREQUENCY
Annually

Research

  • Identified US-listed securities and ADRs of companies that provide products and services related to industries with the highest projected revenue growth
  • Segmented companies based on low-debt and solid business fundamentals.

Weight

  • Determined each company’s projected revenue and earnings growth
  • Applied a technical analysis to give greater relative weight to companies that are trading at the greatest discount to their 52-week high
  • Weighted each company based on a calculation of its dividend yield, discount, and projected revenue growth

Optimize

  • Created a fund by running the stocks through an optimization engine to get a subset of stocks with the same risk/return characteristics as the Nasdaq.

All performance data 1/252018 to1/25/2019 and is produced by third party.

The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate. An investor’s shares, when redeemed, may be worth more or less than their original cost; current performance may be lower or higher than the performance quoted. Returns for performance for one year and under are cumulative, not annualized. Short term performance, in particular, is not a good indication of the fund’s future performance, and an investment should not be made based solely on returns. Consider all investment objectives before making any investment decision.

Investing in securities involves risks, you should be aware of prior to making an investment decision, including the possible loss of principal. An investment in individual stocks, or a collection of stocks focused on a particular theme or idea may be subject to increased risk of price fluctuation over more diversified holdings due to adverse developments which can affect a particular industry or sector. Investments in ETFs can include those with a narrow or targeted investment strategy and can be subject to similar sector risks than more broadly diversified investments. Green Financial Solutions makes no representation regarding the suitability of a particular investment or investment strategy. You are responsible for all investment decisions you make including understanding the risks involved with your investment strategy.

While certain companies may have consistently paid dividends in the past, there can be no assurance or guarantee that they will be able to continue paying dividends in the future.

Our funds include international investments.  International investments involve additional risks you should be aware of, which include differences in financial accounting standards, currency fluctuations, political instability, foreign taxes and regulations, news that can trigger volatile conditions, and the potential for illiquid markets. Small cap companies in these markets may react with greater volatility in reaction to activities in those markets.

Green Financial Solutions.

Member FINRA , Registered Investment Advisor

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