GB Associates, Inc.

GB Associates, Inc. provides discretionary investment management and related advisory services to individuals, high‑net‑worth clients, and trusts. The firm serves a small number of clients with customized portfolio construction and ongoing supervision of accounts held at a qualified custodian.

The advisor builds portfolios primarily from individual stocks and bonds and uses a mix of fundamental and technical analysis with a generally long‑term orientation, though holdings may be traded on shorter timeframes for rebalancing, tax reasons, or changing market conditions. Clients work directly with the firm’s sole advisory professional to establish investment objectives, asset allocation, and any reasonable account restrictions; the firm may retain legacy positions when they fit a client’s overall strategy or tax profile.

Noteworthy features include a long operating history under a single, long‑tenured advisor and a relatively small client base managing roughly $25 million in discretionary assets, enabling individualized attention and direct execution through a single brokerage relationship. The firm operates on a directed‑brokerage model in which clients establish accounts at the broker the firm suggests (with negotiated custody/commission arrangements), does not participate in soft‑dollar programs, and leaves proxy‑voting decisions to clients.