Gambit Asset Management

Gambit Asset Management provides discretionary and non‑discretionary portfolio management, financial planning, financial consulting, family office and wealth‑planning services, and retirement‑plan advisory to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and charitable organizations. The firm’s services include trustee‑directed plan management, participant‑directed retirement plan assistance, pension consulting, model portfolios, and selection/monitoring of third‑party money managers.

Advisory strategies are tailored to each client’s objectives and may be implemented through firm model portfolios or outside managers, with ongoing monitoring and at least annual reviews. The firm’s disclosed investment authority and strategy set is broad and may include mutual funds, ETFs, REITs, options, derivatives, structured products, private placements, and — where appropriate — crypto exposure (typically via ETFs).

Managing roughly $33 million for 17 clients, the brochure emphasizes work with pension/profit‑sharing plans and family office engagements and notes a typical account minimum of $1,000,000, which suggests a focus on larger or plan‑sponsor relationships relative to many independents. The brochure also discloses that a firm principal is licensed as a mortgage loan officer and may earn commission‑based compensation for mortgage products, a potential conflict of interest clients should consider.