Gilliland Investment Management, Inc.

Gilliland Investment Management is an independent, single-advisor registered investment adviser that provides ongoing, discretionary portfolio management and investment advice to individuals, high‑net‑worth clients, corporations, non‑profit organizations, and retirement plans; the firm reports about $49.6 million in assets under management across roughly 190 accounts. Services include asset allocation and security selection across equities, fixed income, mutual funds, ETFs, closed‑end funds and REITs, with ongoing account oversight.

The firm’s investment process begins with client goals and risk tolerance and emphasizes diversified asset allocation combined with select security choices; equity allocations are constructed from ETFs, no‑load mutual funds and, when appropriate, individual stocks, while fixed income is managed via a 3–5 fund “bond basket.” Research is drawn from internal analysis and external sources (SEC filings, third‑party research, Morningstar), accounts and holdings are monitored weekly, compared monthly across similar allocation models, and clients receive quarterly performance and billing reports.

What is distinctive for a solo independent adviser is the firm’s broader client mix and professional background: in addition to retail clients it serves corporate and nonprofit entities and retirement plans, and the principal’s CPA background and prior operation of an accounting practice inform the firm’s ability to work with business and plan‑sponsor clients. The firm manages all assets on a discretionary basis and uses an institutional custody and trading platform while also providing ad‑hoc consulting services, which may suit clients seeking integrated investment management and accountant‑oriented financial support.