Middle Village, NY Office

GT Investment Management provides investment management and financial planning primarily to individual clients, with a stated concentration on high‑net‑worth households; as of December 31, 2025 the firm reported managing approximately $5.5 million for about 35 clients. Services include discretionary and non‑discretionary portfolio management, flat‑fee or hourly financial planning and consulting, and access to alternative investments and equity options strategies used primarily for hedging or income generation.

The firm’s advisers employ a mix of fundamental, technical, charting and cyclical analysis to build tailored portfolios, which may be implemented via advisor-managed accounts, model allocations, or third‑party money managers selected through due diligence. Portfolio work includes periodic rebalancing, use of investment policy statements where appropriate, and custody arrangements that primarily use Charles Schwab while also leveraging Altruist and select channel partnerships for specialty account structures.

Distinctive operational features include ownership by Growthink, Inc. and an disclosed affiliation with an in‑house broker‑dealer, which the brochure notes can create referral and product‑sale conflicts of interest that are disclosed to clients. The firm’s small client base and modest AUM for a multi‑advisor team, its use of niche custodial channels, and a disclosed past regulatory agreement involving firm management are additional characteristics that set it apart from many peers.