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GDS Investments, LLC

Glenn D. Surowiec

Registered Investment Advisor

610.436.1120 (direct)
484.888.9155 (mobile)
409 Locust Lane N
West Chester, PA 19380

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GDS Investments, LLC specializes in IRAs, individual and joint accounts, though we work with all account types that have a two- to three-year investment horizon. We manage accounts on behalf of businesses and individuals.

The information provided on this website and in accompanying materials by GDS Investments, LLC is for informational purposes only. It should not be considered financial advice. You should consult with a financial professional to determine what may be best for your individual needs. GDS Investments, LLC does not make any guarantee or other promise as to any results that may be obtained from using our content. No one should make any investment decision without first consulting his or her own financial advisor and conducting his or her own research and due diligence. To the maximum extent permitted by law, GDS Investments, LLC disclaims any and all liability in the event any information, commentary, analysis, opinions, advice and/or recommendations prove to be inaccurate, incomplete or unreliable, or result in any investment or other losses. Content contained on or made available through the website is not intended to and does not constitute investment advice and no business relationship is formed. Your use of the information on our website, in our materials, or in materials linked from the web, is at your own risk.

401(k) Investing

At GDS, we specialize in moving 401K assets from former employers to IRA accounts, to provide our clients with options. We invest on behalf of individuals and institutions who desire more control over their money's future. Client portfolios are managed using Value Investing principles, with a particular emphasis on buying securities at a discount to fair value, and investing with a long-term horizon.

The GDS Difference

These values are at work in everything we'll do together:

Custody

Your account will be held in your name, at a full-service broker, such as Charles Schwab or TD Ameritrade. Your money will not be co-mingled with other clients, as is a common practice with hedge funds and mutual funds.

Appropriate Diversification

Client accounts typically own 20 different positions.

Conventional wisdom suggests that owning more stocks is a less risky approach, but in fact, the opposite is true. Owning 20 stocks allows us to concentrate on our very best ideas without compromising the benefits of diversification. This fact is lost on most investment professionals and mutual fund companies that routinely over-diversify client portfolios.

Efficient Fee Structure

We charge a flat percentage fee based on account value. We do not charge incentive fees commonly charged by hedge funds. In addition, we do not invest in mutual funds, thereby eliminating the dual-fee structure commonly charged by many financial advisors.

Transparency

All account activity can be viewed online, at any time, with comprehensive access to accounting, trade activity, current holdings and cash activity. This is not the case with mutual fund investments.

No Conflicts of Interest

Most investment advisors steer their clients into a small group of funds based on national “pay to play” agreements with those mutual fund companies. Our business model is wholly disconnected from these types of conflicts.

Account Customization

Every account is managed to the needs and objectives of the individual or institution.

Research

All research related to portfolio activity is performed in-house. We are wholly unconnected to Wall Street’s flawed, biased research.

With GDS, you'll enjoy the direct relationship with your advisor—and your money—that can't be found with other firms. 

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GET STARTED?