A complete list of active advisors currently associated with Gold Investment Management Ltd.

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Gold Investment Management Ltd. provides discretionary portfolio management and investment supervisory services to a diverse client base that includes individuals (both non‑HNW and high‑net‑worth), pension and profit‑sharing plans, trusts, charitable organizations, and corporate/business clients. The firm creates a client‑specific Investment Policy Statement for each account and generally invests in ETFs, equities, bonds, REITs, and government securities. GIM’s investment process emphasizes fundamental analysis and documents client goals, tax considerations, and risk tolerance in each Investment Policy Statement, then implements portfolios under discretionary authority. The firm employs both long‑ and short‑term trading and uses margin/borrowing and options strategies (including options writing), and it aggregates block trades across accounts with pro‑rata allocation of fills. Noteworthy for its peer group, GIM’s principal office is outside the United States and it reports a significant non‑U.S. client base while also serving institutional‑type clients such as pension plans, charities, and corporations — client types that are less common for firms in this category. The firm also manages an unusually large number of client relationships relative to its advisory staff and uses borrowing and derivatives in separately managed accounts, and it does not act as a private fund adviser.

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