Chapel Hill, NC Office

Gibert Wealth Management provides discretionary wealth management and retirement plan advisory services for retirement plan sponsors, business entities and fiduciary-type clients such as trusts, estates, charitable organizations and non-profits. The firm reports roughly $316 million in discretionary assets under management and delivers ongoing services that include investment selection, portfolio construction, monitoring and participant education for employer plans.

Portfolios are managed on a discretionary AUM basis and may include a broad mix of securities—stocks, bonds, mutual funds, ETFs, REITs, structured notes and, where appropriate, alternative investments—with the firm also able to recommend third‑party independent managers through a custodian program. Gibert describes an investment process that uses quantitative and qualitative analysis and modern portfolio theory, and it discloses potential use of margin, options and non-traded investments with attendant liquidity and risk considerations.

Notable aspects of the firm include that its representatives are licensed to sell insurance and may receive commissions or non‑cash compensation for insurance and annuity sales, a potential conflict the brochure acknowledges and addresses under its fiduciary duties. The firm is small by headcount but manages a multi‑hundred‑million dollar book of discretionary assets, does not vote client proxies (clients retain proxy responsibility), and may take custody for fee deduction and standing limited transfer authorizations.