​
Skip to main content

Nations Advisors - Wealth Management and Financial Planning

  • Home
  • About 
    • Our Practice
    • Our Process
    • Press
  • Our Services 
    • Investment Management
    • Financial Planning
    • Employer Sponsored Plans - 401(k)'s
    • Retirement Planning
    • Wealth Management
  • Whom We Serve 
    • Individuals and Families
    • Business Owners
    • Medical Practitioners
    • Corporations
    • Corporate Executives
  • Resources 
    • Blog
    • Career
    • Managing Your Finances
    • Asset Allocation
    • Financial Calculators
  • Contact

    You are here

  1. Home
  2. Our Services
  3. Investment Management

Investment Management


Investment Management


In today's complex and ever changing world make the need for a comprehensive, integrated and professional advice even more compelling. We formulate a personalized investment plan and manage your assets in order to grow your overall wealth for decades to come.

Once the course is set we include face-to-face meetings, in-depth analysis, ongoing portfolio monitoring and management, implementation of risk strategies, monthly statements, online account access and quarterly performance reports.

Smart diversification and asset allocation is an important and within each asset we attempt for the highest quality asset within the asset class.


Smart Investors Building Solid Portfolios


  • Create a unified investment strategy with all your accounts in sync
  • Customized investment management for individuals and businesses
  • Unbiased research 
  • Managed portfolios
  • Tax-managed portfolios
  • Fixed income portfolios
  • Brokerage and securities services
  • Company retirement and savings plans

Contact us today to learn about how our investment management can benefit you and your business.

Our Services

  • Investment Management
  • Financial Planning
  • Employer Sponsored Plans - 401(k)'s
  • Retirement Planning
  • Wealth Management

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Main Office - Dallas, Texas

Phone: (972) 708-1070

Email: ggulick@investmentctr.com

Address: 5057 Keller Springs Road, Suite 300 Liberty Plaza II, Addison, Texas 75001

Get Directions

Affiliations

  • Sitemap
  • Legal, privacy, copyright and trademark information

Copyright © 2016 All Securities Offered Through The Investment Center, Inc. Bedminster, NJ Member FINRA/SIPC. Advisory Services Provided Through IC Advisory Services, Inc. - A Registered Investment Advisor. Nations Advisors is not affiliated with The Investment Center, Inc. or IC Advisory Services, Inc. Greg Gulick is a registered representative of The Investment Center, Inc.

Important Disclosure Information

© 2019 Nations Advisors. All rights reserved.

Website Design For Financial Services Professionals