Merrillville, IN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Gehrig Capital Management, Inc.
Team
Firm-wide stats for Gehrig Capital Management, Inc.
About
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.
Based on Gehrig Capital Management, Inc.
Location
8001 Broadway, Suite 200
Merrillville IN 46410-5546
Advisors at this office
4
Advisors at this office
Gregory G
Series 63, Series 65
Merrillville, IN
Gehrig Capital Management, Inc.
Gregory Gehrig is a financial advisor at Gehrig Capital Management, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Gehrig Capital Management since 2011. Outside of his advisory work, he coaches youth soccer on a part-time basis. Gehrig Capital Management provides discretionary investment supervisory services and individual portfolio management for individuals, high-net-worth clients, and trusts. The firm combines fundamental analysis, technical charting, and mutual fund/ETF evaluation to tailor investment strategies aligned with client objectives and risk tolerance, managing approximately $204 million across about 644 accounts.
Matthew N
Series 65
Merrillville, IN
Gehrig Capital Management, Inc.
Matthew Ninkovich is a financial advisor at Gehrig Capital Management, Inc. with five years of industry experience. He holds a Series 65 designation and previously worked at NiSource for ten years. Gehrig Capital Management is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as trusts, through discretionary portfolio management. The firm develops personalized investment policies and employs a combination of fundamental analysis, charting, and mutual fund/ETF evaluation, integrating tax considerations and quarterly account reviews. Its management team also practices as licensed certified public accountants at an affiliated accounting firm, offering separate accounting services with reciprocal client referrals.
Andrew M
Series 65
Merrillville, IN
Gehrig Capital Management, Inc.
Andrew Masteller is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with Gehrig Capital Management, Inc. since 2013. Gehrig Capital Management is an SEC-registered advisory firm serving individual and high-net-worth clients as well as trusts with discretionary portfolio management. The firm combines fundamental analysis, charting, mutual fund and ETF evaluation, and various trading strategies to develop individualized investment policies, incorporating tax considerations and regular account reviews.
Eric G
Series 65
Merrillville, IN
Gehrig Capital Management, Inc.
Eric Gehrig is a financial advisor at Gehrig Capital Management, Inc. with five years of industry experience. He holds a Series 65 designation and previously played professional soccer in Major League Soccer for nine years. Gehrig Capital Management is an SEC-registered advisory firm serving individual and high-net-worth clients as well as trusts. The firm offers discretionary portfolio management tailored to clients’ objectives and risk profiles, employing a combination of fundamental analysis, charting, mutual fund and ETF evaluation, and both long- and short-term trading strategies.
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