What It Means to Be a GZC Client
A private, separately managed account relationship built on transparency, discipline, and direct access — custodied at Interactive Brokers.
Built on Institutional Infrastructure
Separately Managed Account
Your capital is held in your own IBKR account, registered in your name. You retain full ownership and full visibility at all times. GZC has discretionary trading authority — nothing more.
Institutional Custody
All assets custodied at Interactive Brokers, LLC (SIPC member), one of the world's most regulated and capitalized prime brokers. GZC never holds client funds. Statements come directly from IBKR.
Real-Time Access
Log in to your IBKR account at any time to view positions, balances, and transaction history directly.
Institutional-Grade Reporting. Built for Clarity.
Through Interactive Brokers PortfolioAnalyst, you receive a full suite of performance reporting tools — the same infrastructure used by institutional managers globally.
Performance Reports
Monthly and cumulative TWR performance reports generated directly from IBKR PortfolioAnalyst. Available on demand.
Portfolio Analytics
Deep portfolio metrics including Sharpe ratio, max drawdown, volatility, beta, and benchmark comparison vs. S&P 500.
Position Transparency
Full position-level detail including cost basis, unrealized P&L, sector allocation, and concentration breakdown.
Benchmark Tracking
Side-by-side comparison of your account performance against relevant market benchmarks in real time.
How We Work With You
Onboarding
Personalized account setup through IBKR's advisor platform. From signed IMA to funded account is typically completed within 5 business days.
Communication
Direct access to your portfolio manager. Regular updates on positioning, market outlook, and strategy shifts.
Reporting Cadence
Monthly performance statements delivered via IBKR. Quarterly portfolio commentary from the portfolio manager. Annual strategy review.
Discretionary Management
Once onboarded, your account is managed on a fully discretionary basis under a signed Investment Management Agreement aligned with the Investment Policy Statement we develop together during onboarding.
Investment Terms at a Glance
Ready to Learn More?
Submit an inquiry and the portfolio manager will personally respond within 3–5 business days.
Inquire