A complete list of active advisors currently associated with GL Trust, Inc.

Warmer can help you find a great advisor at GL Trust, Inc. or one who fits your needs even better.

GL Trust provides investment advisory and financial planning services to individual and high‑net‑worth clients through both discretionary and non‑discretionary managed accounts and stand‑alone planning engagements. As a single‑adviser independent firm, it manages roughly $22.4 million for about 155 client relationships. The firm’s investment process emphasizes asset allocation tailored to each client’s stated objectives and risk tolerance, using tools such as dollar‑cost averaging, technical analysis, and both long‑ and short‑term strategies. GL Trust may recommend and select third‑party sub‑advisers through the Schwab Marketplace TAMP and performs due diligence and ongoing monitoring of those managers as part of its service model. Notable aspects relative to peers include the combination of a solo adviser operating with a relatively large client base and the routine use of a TAMP to access external portfolio managers while rolling sub‑adviser services into its advisory offering. The firm also integrates consulting into its asset management engagements and makes explicit that it does not vote client proxies, leaving proxy decisions to clients.

To learn more about the advisors currently working at GL Trust, Inc., 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.