A complete list of active advisors currently associated with GFM Asset Management LLC

Warmer can help you find a great advisor at GFM Asset Management LLC or one who fits your needs even better.

GFM serves individual investors, trusts, and retirement/pension plans with an emphasis on clients who have cross-border or international needs, offering discretionary management of separately managed accounts, financial planning, and standalone advisory work. It also provides periodic educational content and may deliver services on a subscription or per-item basis in addition to its managed-account offerings. The firm implements client strategies using a four-part, timeline-driven framework that ties projected deposits and withdrawals to a timeline-dependent risk profile and stated beliefs, aiming to align portfolio implementation with long-term objectives. Portfolios are constructed across six defined complexity levels — from cash and funds/ETFs to individual bonds and stocks, and, for select clients, options and futures — with instrument choice tailored to each client’s profile and timeline. GFM is unusual among peers in maintaining its principal office outside the U.S. while explicitly serving the U.S. portion of international client relationships and coordinating with affiliated advisory entities and an anticipated sub-advisor arrangement to support non‑U.S. needs. The firm also offers several less-common features for its category — negotiated performance-based fee arrangements for qualified clients, subscription/periodical educational content, and willingness to use derivatives and borrowing in select separately managed accounts — all delivered by a small, single-advisor practice focused on bespoke, timeline-oriented portfolios.

To learn more about the advisors currently working at GFM 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.