Overview

Golden Capital Management is an SEC-registered investment advisor based in Charlotte, North Carolina. It was founded in 1999 by Greg Golden, the firm’s President and CEO, and Jeff Moser, the Chief Operating Officer. Today, GCM operates as an independent subsidiary of Wells Fargo & Company. Greg, Jeff and Jon Cangalosi, Executive Vice President of Sales and Client Service, maintain a significant ownership stake in the firm and function as the managing members.

GCM has attracted a team of experienced investment professionals that share strong educational backgrounds, respected industry credentials and a commitment to objective, independent research. The investment team is particularly advanced in its understanding and application of quantitative modeling techniques. As a result, our advantage is rooted in proprietary models, which have been designed, maintained and improved over time by the investment team. The models combine fundamental research with quantitative methods to rigorously and consistently evaluate the available universe of stocks. They are designed to identify stocks that are undervalued with strong fundamentals. Our research shows that stocks fitting this description are likely to outperform their peers.

Our investment strategies invest primarily in domestic and international equities, and they fall under three general investment approaches: focused, enhanced index and conventional index. These approaches provide a framework that allows us to offer portfolios suitable for a wide range of risk-return objectives. The focused approach leads to strategies with the highest expected active risk and return, while the enhanced index and conventional index approaches lead to strategies with lower expected levels of active risk and return.

Our goals include:
  • Meeting the highest ethical standards.
  • Providing a consistently high level of client service.
  • Continuously seeking improvements to our research platform.
  • Adhering to our disciplined, well-defined investment process.
  • Meeting and exceeding our clients’ expectations.