A complete list of active advisors currently associated with Gogate, Uday S.

Warmer can help you find a great advisor at Gogate, Uday S. or one who fits your needs even better.

The firm provides discretionary portfolio management and investment advice to individuals, trusts, estates, charitable organizations, and corporations, tailoring asset allocation and investment strategies to clients’ objectives and risk tolerances. It manages about $26 million across a small client base and requires a $400,000 minimum initial investment. The adviser uses fundamental analysis and typically constructs portfolios with more than ten but fewer than twenty positions, prioritizing income-generating securities such as bonds, preferred shares, real-estate investment trusts, and closed-end bond funds. Positions are actively reviewed and several trades are made in a typical year to replace less-attractive holdings, with formal portfolio reviews conducted quarterly. Distinctive features include the relatively high account minimum and small number of clients, which together produce a comparatively high assets‑per‑client profile for a solo advisory practice. The principal’s doctorate in pharmaceutical chemistry and prior industry research experience is an uncommon professional background for an investment adviser, and the firm does not participate in wrap fee programs or offer performance-based fee arrangements.

To learn more about the advisors currently working at Gogate, Uday S., 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.