Gilman Harris Travioli Slover Accountancy Corporation

Gilman Harris Travioli Slover Accountancy Corporation is a small, two-advisor state-registered investment advisory firm managing about $37.6 million in discretionary assets for roughly 74 clients. The firm offers investment supervisory services and individual portfolio management for individuals (including high net worth clients), charitable organizations, and businesses.

The firm develops personalized investment policies through a data‑gathering process that considers objectives, time horizon, risk tolerance and tax considerations, and then manages accounts on a discretionary basis. Its investment process uses fundamental analysis, asset allocation and mutual fund/ETF analysis and can employ long‑term, short‑term and trading strategies; accounts are monitored continually and reviewed at least monthly with annual rebalancing as appropriate.

A distinctive feature is the firm’s affiliation with an accountancy corporation: the principals are licensed CPAs who continue to provide accounting services and spend the majority of their time on that practice, a structure the Brochure notes is uncommon among peers. The Brochure discloses related policies and safeguards—such as a formal Code of Ethics, pre‑approval requirements for IPOs/private placements, procedures around direct fee debiting, and participation in Charles Schwab’s institutional program—to address potential conflicts and operational arrangements that arise from the dual accounting and advisory roles.