A complete list of active advisors currently associated with Gunderson Capital Management

Warmer can help you find a great advisor at Gunderson Capital Management or one who fits your needs even better.

Gunderson Capital Management provides customized investment management and related financial planning services primarily to individual and high-net-worth clients. It manages discretionary portfolios invested in equities, corporate debt, mutual funds and related securities and requires client accounts to be custodied at Charles Schwab. The firm implements individualized Investment Policy Statements and employs charting, fundamental and technical analysis across strategies that can include long-term holdings, short-term trading and margin activity; account reviews are performed at least quarterly by the firm’s investment committee. Financial planning is offered in conjunction with asset management, and the brochure notes that some strategies may involve frequent trading and higher transaction costs. Gunderson is notable for its scale relative to advisor headcount — roughly 694 clients and about $396 million in discretionary AUM with two listed advisors — which may result in more standardized processes and reliance on custodial reporting. The brochure also discloses a prior disciplinary matter (a 2016 settled customer complaint alleging overly aggressive investments and unmet performance expectations) and describes the firm’s provision of free live seminars, both features that are uncommon among comparable supported firms.

To learn more about the advisors currently working at Gunderson Capital Management, 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.