A complete list of active advisors currently associated with Gibco Capital Advisors

Warmer can help you find a great advisor at Gibco Capital Advisors or one who fits your needs even better.

GibCo Capital Advisors serves individuals (including high-net-worth households), corporations, and other business entities with asset management, financial planning, and retirement plan consulting. The firm provides continuous portfolio supervision and offers investments across stocks, bonds, mutual funds, ETFs, REITs, options, and access to certain digital assets. The firm tailors portfolio recommendations to each client’s financial situation and risk tolerance, employing fundamental and technical analysis and modern portfolio theory while monitoring and rebalancing accounts on an ongoing basis. GibCo discloses a specific policy for digital assets — initial cryptocurrency allocations are generally limited to no more than 2% of household assets and the firm reserves the right to refuse additional speculative allocations — and it supports plan sponsors as a 3(21) fiduciary in selecting and monitoring retirement plan investments. GibCo is a sponsor and portfolio manager of a wrap fee program that bundles advisory, trade execution, custody, and reporting services for a single fee, a structure that is relatively uncommon among similarly sized supported firms. The brochure also discloses that the firm’s principal engages in other financial and real estate activities (insurance sales and a real estate management business), which the firm identifies and addresses as potential conflicts under its policies.

To learn more about the advisors currently working at Gibco Capital Advisors, 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.