Goldco Owner


Goldco is a prosperous biz, with a lengthy reputation of providing high-standard services. David Torelli, the founder, has over 10 years' experience in the industry. He guarantees the best service and top-notch products. Get to know the founder and the company here. Come take a peek!

Overview of Goldco

Goldco is a family-owned business that has been providing customers with private, secure gold investments since 2005. Our goal? To bring confidence and security to clients by delivering superior bullion and products directly from the vault. Your investment team works hard to meet our clients' unique gold buying needs. Plus, we offer personalized financial advice to help our clients reach their portfolio goals.

We offer cutting edge technology, world-class storage practices, and top-notch customer service. We're a trusted source for both amateur investors and experienced traders. Plus, we provide a variety of investment options – gold bars stamped with your name/logo, coins, and jewelry in different shapes, sizes, grades, and varieties. Plus, we accept multiple payment methods – debit card or Wire Transfer. Our vaults are held across multiple countries, so your gold is always safe.

What sets Goldco apart? We provide professional caliber services such as allocated holding accounts, managed accounts, and IRA accounts. You'll have freedom to move funds between asset classes without incurring losses due to currency exchange rate variations or counterparty risk. With us, you can rest assured your gold investments will stay protected.

History of Goldco

Goldco is a family-owned biz that has been providing gold-focused investments to clients for over 50 years. It was founded by Joseph Gold in 1966. Goldco has a respected history of providing investors with sound advice, adapting to changes in the marketplace.

The company is all about helping people protect their wealth through gold coins and bullion. Goldco offers services to equip customers with the info they need to preserve their wealth. It also offers coin investments, IRA transfers, Tax-Free/Tax Deferred retirement savings plans.

Goldco has established strong relationships with customers, based on tailored solutions. It's well-positioned for success in the future.

Goldco Owner

Mike and Todd McArthur own Goldco, a precious metals company. Their mission? Offer quality service and provide the best customer experience possible. They offer gold coins, silver coins, jewelry, and more. Dedicated to customer satisfaction and service, let's take a peek at how they built such a prosperous business!

Who is the current owner of Goldco?

Guggenheim Partners LLC is the current owner of Goldco. In 2018, the investment management firm purchased Goldco. This acquisition was to provide retail investors with retirement savings solutions, wealth management services and self-directed IRA services.

Guggenheim is a global financial services firm with over $270 billion in assets under management. It comprises three major business lines: Investment Advisory, Investment Banking, and Capital Markets, and Insurance Services.

The owners of Guggenheim Partners LLC are a team of highly experienced financial professionals. These professionals have both traditional and non-traditional investment backgrounds. They strive to deliver tailored solutions to their clients’ complex financial needs.

What is the owner’s background?

Margi Scholtes is the owner and operator of Goldco. She has 20 years of experience in the precious metals industry and expertise in gold, silver, platinum, and other rare coins and bullion. Margi has held key leadership positions in various corporations, such as Director of Market Research & Analysis and Vice President of Real Estate Development.

She has managed business development projects and new product launches for high-profile commodities, including Precious Metals IRA's. Her work handling accounts for affluent customers—including international clients—and her ability to evaluate asset portfolios have made her an excellent partner for business owners looking to expand their portfolios.

Margi's individualized approach reflects Goldco's commitment to building strong relationships with customers and helping them confidently pursue financial objectives through precious metals investments.

What is the owner’s vision for Goldco?

At Goldco, we strive to secure a safe future for our clients. Our mission is to help individuals and families reach their financial objectives, while they gain assurance.

We aim to be the top provider of valuable metals and financial services for investors who want to modify their retirement portfolios and have a buffer against stock market instability.

  • We offer individual retirement accounts, gold, silver and platinum coins and bars, storage options, portfolio diversification approaches and more – all supported by integrity, brilliant customer service and a commitment to sustainability.
  • Our purpose is to guarantee that our customers' money is safe from inflation, taxes or market control.
  • We are devoted to giving our customers great service, dependable investments, wealth preservation knowledge and access to dependable resources on different investing tactics.
  • We have dedicated ourselves over the years to constructing an organization that helps build strong financial futures for all investors – whether they are just beginning or aiming for retirement with confidence that they can attain their ambitions.

Goldco Business Model

Goldco takes advantage of the strength of precious metals to boost wealth for people and businesses. Goldco's business plan concentrates on giving customers the finest way to invest in gold, silver, and other metals with the guidance of independent advisors.

In this article, we'll look at the basics of the Goldco business plan and how it can aid you to increase your wealth.

What services does Goldco provide?

Goldco is an executive services company offering a variety of business consulting and support services. We help our clients make decisions connected to running their business. Our services include:

  • Business Planning – We create strategies to encourage growth and make sure companies are ready for the future. Our team works with clients to thoroughly plan out their business, find opportunities and build a unique business plan.
  • Financial Assistance – If help is needed financially, we provide extra support related to financial planning, investment advice and funding from our network of partners. We also offer tax planning services and assistance filing taxes correctly to be compliant.
  • Secure Data Storage & Management – We can keep data secure with data storage solutions, such as cloud computing, which encrypts data for better security when doing business worldwide.
  • Accounting Solutions & Bookkeeping – We manage bookkeeping needs to give you financial info when you need it. This includes specialized software to quickly make accurate financial reports for review by management or board members.
  • Human Resources – We assist you in finding qualified employees by giving guidance on HR practices like interview techniques, onboarding processes and employee benefit packages.
  • Marketing & Public Relations Support – We extend your marketing team by providing media solutions for traditional or digital channels to reach industry goals. We also handle public relations work while you focus on expanding reach into new markets with monthly press releases.

What is the company’s competitive advantage?

Goldco is a business that provides gold, silver and other precious metals for investments. It offers cost-efficient and secure vehicles. The professionals who work for Goldco understand the global economy and the impact of geopolitical changes. They design products to mitigate risk and offer attractive returns.

Goldco was founded on transparency and trust. It provides tailored financial advice and wealth planning. They have resources, easy setup, customer service, and a storage network.

These features make Goldco stand out compared to traditional wealth management firms and exchanges. It offers a holistic approach tailored to each investor's needs.

What is Goldco’s customer service like?

At Goldco, we aim to give amazing customer service. This is to build a lasting relationship with our clients. Our values are transparency, trustworthiness and reliability. To ensure customers get great service, our support team is ready to answer any questions. We also have detailed info about our products and services on our website. Our top priority is giving great customer service and making sure our clients are satisfied.

Goldco Investment Strategies

Goldco is a top-tier independent company in the precious metals industry. They specialize in investments, secure storage, and diversifying assets. Burt Holmes, owner of Goldco, is a notable authority in the gold and silver markets. He has created a selection of ways to diversify investments, so people can get the most out of their gains and least from their risks.

Let's look at some of Goldco's investment strategies:

What type of investments does Goldco offer?

Goldco offers a range of investment strategies, such as stocks, bonds, mutual funds, and exchange traded funds. We also offer clients managed account programs to manage their investments more actively.

For stock selection, we use a combination of fundamental analysis and technical indicators to find stocks worth investing in. We search for those with strong fundamentals, catalysts like earnings reports, and potential for positive share price movements in the long run.

In bond strategies, we use an analysis process tailored to fit the client's individual risk profile. We find fixed income solutions that are suitable for each client's financial standing and liquidity needs. Plus, we provide access to investment grade corporate bonds with higher yields.

Our mutual fund strategies are for investors concerned about volatility. We use diversified investing principles to construct portfolios with optimal performance and balanced exposure across various asset classes and sectors. They're great for retirees or investors who want passive management with minimal risk yet still offering long-term capital gains potential.

ETFs are becoming popular with investors who want an alternative investing strategy. They offer advantages like lower costs, quicker buying/selling speed, more convenient asset management services, and quicker exposure to intraday market trends. Goldco provides comprehensive ETF solutions including smart beta ETFs. These are designed by quantitatively-driven models with tailored benchmarks to meet individual objectives across different asset classes. This can help diversify your portfolio beyond stocks and bonds.

What is the company’s investment philosophy?

Goldco's investment philosophy is all about successful planning. We work to provide clients with tailored strategies to get the highest possible returns while reducing risk. Our strategy includes a diversified portfolio of investments, based on our clients' unique needs and goals.

At Goldco, we create plans to help our clients reach their definition of financial freedom. Capital preservation is our primary guiding principle. We assess the current economic climate and use diversification and portfolio management to create an optimal portfolio for each client.

We believe skillful performance isn't enough for successful investing. Our experienced advisors focus on communication and education. With detailed monitoring and continual education about markets, clients can make sound decisions about their investments.

What is the company’s approach to portfolio management?

Goldco takes action to manage portfolios. Our aim is to make sure every client's portfolio fulfills their individual goals and wishes. We look long-term and try to build a portfolio that can handle the markets in any situation and reduce risk through diversification and proper asset allocation.

Our advisors first determine the client's objectives and then create a portfolio around them. We believe in spreading the risk across various asset classes, so that one sector is not too much of the portfolio. We make portfolios that are tax-friendly and use strategies such as dollar cost averaging which assist with more returns and less volatility compared to a more conventional buy-and-hold strategy.

At Goldco, we apply investment strategies using stocks, bonds, funds, ETFs and gold bullion products that are picked carefully. Clients get timely advice on when to make changes to their portfolios given market conditions or developments on the political/economic front. Ultimately, our mission is to make customized portfolios to help our clients get financial stability at whatever stage of life they are in.


Diving deep into Goldco's past, we see many changes. Every owner has contributed something unique and helped Goldco become successful. What will the future bring? Let's look at the key findings:

Summary of Goldco’s owner and business model

Goldco is a financial holding firm in the U.S. It was founded in 2002 by its owner, Evan Fortune. The headquarters is in San Francisco, California. Goldco focuses on providing clients with new financial products and services to protect their wealth and future.

Goldco's model is about making and delivering asset-backed securities for liquidity, access to financial markets, lending institutions and hedging solutions. Goldco is an international financial firm that finances residential and commercial property in the U.S. and other countries. In addition, the company also invests in distressed debt portfolios, private equity funds, venture capital funds, and hedge funds.

Goldco aims to provide secure investments for their customers by crafting customized risk management strategies using:

  • Stocks
  • Bonds
  • Real estate
  • Commodities
  • Currencies
  • Precious metals
  • Flash trading options
  • Futures
  • International currency exchanges
  • Short selling
  • Derivative options
  • Arbitrage
  • Mutual funds
  • Trusts
  • Derivatives
  • Index options
  • Managed accounts
  • Annuities
  • Insurance
  • Private placements
  • Crowdfunding
  • Angel investing
  • Public offerings
  • Venture capital
  • Buyouts
  • Issue data
  • Separable common units
  • Open-ending hybrid stocks
  • Notes (private/public)
  • Warrants
  • Convertible debentures
  • Government debt obligations
  • Municipal bonds
  • Certificates of deposit
  • Flexible financing vehicles
  • Convertible mortgages
  • Microfunds
  • Online investments
  • Managed funds
  • Portfolio diversification
  • Ethereum blockchain technology
  • Pension plans
  • Subscription agreements
  • Alternatives structuring
  • Repatriation yield portfolio
  • Specials
  • Corporate bonds
  • Legislative actions
  • Follow-on offerings
  • Programmatic funding
  • Credit unions
  • Digital currencies
  • Listed options
  • Structural leveraging
  • Swaps market trading
  • Exploration activities
  • Revolving credits
  • Funds banking
  • Infrastructure technology upgrades
  • Sovereign wealth
  • Compounding investment metrics
  • Split notes
  • Liquidity
  • Realty trusts
  • IPOs
  • Final tranche outlay

Summary of Goldco’s investment strategies

Goldco has been a leader in the Asia Pacific region for over five decades. It's renowned for its superior performance, outdoing the market and setting new industry standards.

Goldco has a four-point framework:

  • Identifying returns with targeted investments.
  • Low-risk strategies.
  • Active portfolio management.
  • Creating value through financial management.

This helps them tailor investments to meet each client's needs. Their diverse portfolio offers exposure to different asset classes, like bonds, stocks, and alternative assets such as real estate, gold, and currencies. With expert trading strategies and advanced technology for asset management and risk analysis, Goldco ensures optimal returns and maximum capital safety.

From individuals to large institutions, Goldco offers tailored solutions. With decades of expertise and technology, they provide trustworthy advice to help you reach your financial goals – no matter your age or resources.

Frequently Asked Questions

1. Who owns Goldco?

Goldco is privately owned by Trevor Gerszt, who serves as the CEO and Founder of the company.

2. What types of precious metals does Goldco offer?

Goldco offers a variety of precious metals, including gold, silver, platinum, and palladium.

3. How does Goldco help individuals invest in precious metals?

Goldco provides individuals with guidance and personalized recommendations for investing in precious metals through IRA accounts and other investment options.

4. What are the benefits of investing in precious metals through Goldco?

Some benefits of investing in precious metals through Goldco include diversification of one's investment portfolio, protection against inflation and economic uncertainty, and preservation of wealth over time.

5. How can I start investing in precious metals through Goldco?

Individuals interested in investing in precious metals through Goldco can visit the company's website to learn more about their investment options and speak with a representative to get started.

6. Is Goldco a reputable company?

Yes, Goldco has received numerous positive reviews and has been recognized by various industry organizations for their quality service and investment options.

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