A complete list of active advisors currently associated with Gilbert Investment Management

Warmer can help you find a great advisor at Gilbert Investment Management or one who fits your needs even better.

The firm provides personalized, fee-only investment management and financial planning to individuals, high net worth clients, trusts, estates, charitable organizations, municipalities and small businesses. It does not accept commissions or sell commissioned products and offers services such as investment management, tax planning, retirement planning and estate-planning coordination (with referrals to attorneys as needed). Investment strategy is a core–satellite approach that uses passive index funds and ETFs as the portfolio core, supplemented by actively managed funds where the firm sees potential added value, and portfolios are globally diversified. The firm manages both discretionary and non-discretionary accounts, places trades under limited trading authorization when authorized, and delivers periodic portfolio and net worth statements (and, on request, related tax-preparation materials). Noteworthy for a firm of its size, the adviser operates with two advisors across two offices while managing roughly $14.2 million for a small client roster, and it services municipal and trust clients and at times serves as trustee or investment advisor to related trusts. The firm also avoids custody and soft-dollar arrangements, declines proxy-voting authority, requires professional credentials and maintains a documented business-continuity and information-security program.

To learn more about the advisors currently working at Gilbert Investment Management, 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.