A complete list of active advisors currently associated with Gehrig Capital Management, Inc.
Warmer can help you find a great advisor at Gehrig Capital Management, Inc. or one who fits your needs even better.
Gehrig Capital Management, Inc. provides discretionary investment supervisory services and individual portfolio management for individuals, high‑net‑worth clients, and trusts, managing roughly $204 million across about 644 client accounts with a five‑advisor team. The firm offers continuous, personalized investment advice and distributes a quarterly newsletter covering general financial topics to its clients. The firm uses a mix of fundamental analysis, technical charting, and mutual fund/ETF evaluation to inform both long‑term and short‑term purchase strategies, aligning investments with each client’s objectives, time horizon, and risk tolerance. Accounts are monitored on an ongoing basis and reviewed at least quarterly, with custodial and trade execution services typically provided through a designated institutional custodian. What sets the firm apart from many peers is its affiliation with an accounting practice: members of the firm are partners in a separate accounting firm that provides traditional accounting services for separate compensation and engages in reciprocal recommendations (with no referral fees), and one principal dedicates about 20% of his time to the accounting practice. The brochure also discloses a regulatory penalty related to a late Form ADV filing.
To learn more about the advisors currently working at Gehrig Capital Management, Inc., 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 |
|---|---|---|
Merrillville, IN
| 5
| |
Merrillville, IN
| 13
| |
South Holland, IL
| 17
| |
Merrillville, IN
| 12
| |
Merrillville, IN
| 5
|
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