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Geoffrey G
CFA®, Series 65
Missoula, MT
Inukshuk Investments, LLC
Geoffrey Gilbert is a CFA® charterholder and holds a Series 65 license with 19 years of industry experience. He has been managing Inukshuk Investments, LLC since 2013. The firm provides discretionary portfolio management and financial planning services to individuals, businesses, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. Inukshuk Investments employs an active, world-cap strategy that incorporates fundamental, cyclical, and technical analysis across a range of portfolio styles, including Aggressive Growth, Total Return, and Conservative Income.
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