Gelis Capital LLC

Gelis Capital LLC provides tailored portfolio management and investment advisory services to high‑net‑worth individuals, producing an Investment Policy Statement for each client and managing portfolios across mutual funds, equities, ETFs, fixed income, TIPS and non‑U.S. securities. The firm offers ongoing monitoring and typically seeks discretionary authority to implement each client’s customized plan.

Gelis Capital’s investment process blends cyclical, fundamental and quantitative analysis and generally emphasizes long‑term, concentrated positions in publicly traded, market‑leading companies, which can produce higher volatility consistent with documented client risk tolerances. The firm may use model allocations alongside individualized recommendations, accommodates client‑imposed restrictions, and documents risk tolerance and objectives in its IPS.

Notably, the firm’s direct portfolio management focus for individual clients is less common among similarly categorized advisers, and it does not act as a private‑fund adviser, distinguishing its business model from peers that run pooled or private fund structures. The firm plans to use institutional custodians (including Schwab Institutional and Interactive Brokers) and discloses receipt of broker‑provided research and other soft‑dollar benefits that could bear on broker selection.