Gregory Advisors Inc.

Gregory Advisors provides investment advisory and financial planning services to a mix of clients that includes individuals (both non-high-net-worth and high-net-worth), trusts, and estates, in addition to managing institutional and pooled accounts. Services include discretionary investment management (often implemented through unaffiliated independent managers), custom model portfolios of mutual funds and ETFs, standalone financial planning and consulting, and periodic or comprehensive reporting.

The firm generally implements client objectives by allocating assets among independent managers and mutual-fund/ETF-based models, remaining responsible for ongoing monitoring, asset-allocation review, and client reporting. Clients can also access an online planning platform and consolidated reporting, and the firm participates in third‑party wrap and managed-account programs; it offers both fixed-fee planning engagements and hourly planning options rather than relying solely on AUM fees.

Distinctive aspects relative to peers include the firm’s active selection and use of other advisers and independent managers to manage client assets (a practice less common among investment-manager firms) and occasional solicitor arrangements with third-party advisers. The principal also operates as a licensed insurance agent and the firm offers a Premier Planning service with a client vault and annual plan updates; the firm manages a relatively small asset base compared with many managers.