A complete list of active advisors currently associated with Gates Investment Advisors, LLC
Warmer can help you find a great advisor at Gates Investment Advisors, LLC or one who fits your needs even better.
Gates Investment Advisors provides personalized investment management and financial planning services primarily to individual and high‑net‑worth clients. The firm offers both discretionary and non‑discretionary portfolio management and tailors recommendations around cash‑flow, retirement, tax planning, insurance review, and an asset‑class allocation and risk analysis for each client. The firm’s investment approach is goal‑based and uses client questionnaires and consultations to set objectives, time horizons, and risk tolerance; analysis may include fundamental, technical, and cyclical methods, and accounts are reviewed regularly with reports at least quarterly. Custodians are selected based on execution and reporting considerations, and the firm monitors portfolios and conducts ad hoc reviews when market or client circumstances change. A noteworthy distinction is that, while the advisory business states it does not sell commissioned products, firm principals maintain affiliated insurance and tax‑preparation businesses and may, from time to time, offer insurance products or tax services to clients for additional compensation. These affiliated activities and the resulting potential conflicts of interest are disclosed to clients and are managed by the firm through fiduciary obligations and client choice regarding whether to purchase those products or services.
To learn more about the advisors currently working at Gates Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Evansville, IN
| 4
| |
Evansville, IN
| 19
|
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