A complete list of active advisors currently associated with Gemmer Asset Management LLC
Warmer can help you find a great advisor at Gemmer Asset Management LLC or one who fits your needs even better.
Gemmer Asset Management provides discretionary portfolio management for individuals (including high-net-worth clients), trusts, retirement plans, and small businesses through its Gemmer Select and Gemmer Premier programs, as well as sub-advisory and consulting engagements. The firm reports managing just over $2.3 billion for roughly 1,270 clients and generally implements separately managed accounts rather than pooled vehicles. Its investment approach emphasizes asset allocation and longer-term holdings, primarily using no‑load mutual funds and exchange-traded funds, with individual stocks and bonds held only incidentally; portfolios are monitored and rebalanced periodically and include a dedicated Social Strategy that uses third‑party ESG scores to limit fossil fuel exposure. Gemmer commonly works through Personal Financial Advisors and unaffiliated sub‑advisors who handle client suitability and ongoing relationships while Gemmer retains discretionary trading authority to implement strategies. Notable differences from many peers include the firm’s use of hypothetical performance disclosures for its strategies, a practice that is relatively uncommon among multi‑team advisers, and its generally limited offering of comprehensive financial planning (aside from periodic retirement analyses and occasional no‑cost planning provided by some IARs). The firm is 100% employee‑owned and also serves as a sub‑advisor to other registered advisers, with referral and PFA compensation arrangements disclosed in its brochure.
To learn more about the advisors currently working at Gemmer Asset Management LLC, 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.
You can also browse Gemmer Asset Management LLC's office locations.
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