A complete list of active advisors currently associated with Gray Investment Management LLC

Warmer can help you find a great advisor at Gray Investment Management LLC or one who fits your needs even better.

Gray Investment Management provides discretionary portfolio management and investment supervisory services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, corporations and other institutional clients. The firm also offers access to special‑situation investments — including initial public offerings, mutual bank conversions and private placements — to qualified investors. The firm documents client goals and constraints in an Investment Policy Statement and constructs portfolios using a mix of Core, Focused and Special Situation positions, with routine monitoring and rebalancing. It employs both fundamental and technical analysis and, for qualified accounts, implements hedging and tactical strategies using leveraged/inverse ETFs, options, short sales and margin borrowing under its discretionary authority. Notable differences from many independent advisers include the use of performance‑based fees for qualified investors on special‑situation mandates and the explicit acceptance of corporate, pension/plan and institutional clients. The firm discloses the use of borrowing and derivatives in client accounts, limits leveraged/inverse ETF exposure for hedging, and manages roughly $12 million in discretionary assets across a relatively small number of accounts.

To learn more about the advisors currently working at Gray Investment Management LLC, 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.