Tulsa, OK 7304 S. Yale Avenue Office
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Gibraltar Capital Management, Inc.
Team
Firm-wide stats for Gibraltar Capital Management, Inc.
About
Gibraltar Capital Management serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, foundations, charities, private funds, and other institutional clients. In addition to discretionary portfolio management and financial planning, the firm provides bookkeeping and accounting services, tax preparation and planning, business consulting, banking and credit advice, insurance coordination, and family financial education.
The firm follows an active, value‑oriented, total‑return investment approach with a long‑term perspective, emphasizing tax efficiency and in‑house fundamental research supplemented by third‑party resources. Portfolios are tailored to client objectives and typically intended to be held for multiple years, with an explicit minimum horizon of five years and an emphasis on minimizing turnover once allocations are constructed.
Gibraltar is notable among peers for its involvement with pooled vehicles and private funds: it advises four GCM Opportunities private funds (focused largely on real estate and related alternative investments) whose managers are wholly owned subsidiaries and which pay a carried interest (performance‑based) to the affiliates. The firm also has accounting professionals and attorneys on staff and offers standalone tax preparation and bookkeeping services, and it discloses situations where it serves in trust or executor roles or has access to client accounts, which can create conflicts the firm says it addresses through policies and annual audited reporting for the funds.
Based on Gibraltar Capital Management, Inc.
Expertise
Based on Gibraltar Capital Management, Inc.
Location
7304 S. Yale Avenue
Tulsa OK 74136
Advisors at this office
16
Advisors at this office
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