Gilbert Capital Group

Gilbert Capital Group provides discretionary investment management and portfolio advisory services to individuals, families, personal retirement plans, trusts, charitable organizations, and corporate investment accounts. The firm manages approximately $158 million for about 139 client accounts and works only with clients with whom it has a direct advisory relationship; it does not participate in wrap fee programs.

The firm’s investment process combines fundamental analysis with quantitative research and emphasizes active management, diversification across equity and fixed‑income holdings, and use of no‑load mutual funds and exchange‑traded funds to respond to market rotation. Portfolios are constructed to reflect each client’s liquidity needs, tax status, income requirements, and stated preferences, and the firm typically manages accounts on a discretionary basis with custody provided through a national custodian.

Notably, the firm operates as a solo advisory practice with a single, CFA‑chartered principal responsible for portfolio decisions and trade execution, a structure that is less common among supported firms. It is an independent, unaffiliated advisory firm with a long operating history, provides formal proxy‑voting and reporting practices, and applies different (reduced) fee arrangements for certain nonprofit or charitable clients rather than performance‑based compensation.