A complete list of active advisors currently associated with GBS Investments
Warmer can help you find a great advisor at GBS Investments or one who fits your needs even better.
GBS Investments is a state-registered investment adviser that provides discretionary investment management to individuals, high‑net‑worth clients, families, businesses, trusts and estates. The firm’s brochure says it builds customized portfolios, implements and monitors them on an ongoing basis, and reported $0 in assets under management as of September 8, 2026. The firm describes a multi‑method investment process—fundamental, technical, bottom‑up and top‑down analysis—and may use mutual funds, ETFs, individual equities, bonds, REITs, commodities and options when constructing client portfolios. Portfolios are designed around each client’s goals, time horizon, risk tolerance, liquidity needs and tax circumstances, and the firm states it seeks to limit turnover and tax expense in taxable accounts. Distinctive disclosures in the brochure include that the firm’s president holds an active insurance license and acts as a producer with Physicians Mutual, a relationship the firm identifies as a potential conflict of interest, and that options are among the permitted instruments (i.e., use of derivatives in managed accounts). The firm’s public contact details and website use a tax‑focused domain (www.GBSTax.net), and the brochure notes GBS does not act as a private fund adviser, indicating a focus on direct individual discretionary management rather than private fund activity.
To learn more about the advisors currently working at GBS Investments, 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 |
|---|---|---|
Marion, IN
| 20
|
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