A complete list of active advisors currently associated with Gygi Capital Management
Warmer can help you find a great advisor at Gygi Capital Management or one who fits your needs even better.
Gygi Capital Management provides financial planning, ongoing investment supervisory services, and retirement plan consulting to a mix of individuals, personal trusts, corporations, charitable organizations, and tax‑qualified retirement plans. Services described in the brochure include customized portfolio management (discretionary and non‑discretionary), development and monitoring of plan investment menus, participant education, benchmarking, and implementation support. The firm constructs tailored, diversified portfolios using mutual funds, ETFs, individual equities and fixed income, and may recommend alternative investments for accredited investors; it applies both fundamental and technical analysis and rebalances accounts as warranted. Gygi’s strategies can include derivatives — options and futures — for timing and hedging (with futures generally limited to a stated portion of a portfolio) and the adviser conducts ongoing performance monitoring and reporting. Notable distinctions from many peers include the adviser’s dual business activities: registered representative affiliation with a broker‑dealer (Union Capital Company) and insurance‑agent arrangements performed in a separate capacity, with disclosures and supervisory measures in place to address conflicts of interest. The firm also offers institutional‑level services (ERISA 3(21) plan consultation, pension consulting, and plan fiduciary reviews) and, for an independent advisory practice of its size, manages a relatively large client base approaching 200 relationships.
To learn more about the advisors currently working at Gygi 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.
Name |
Location |
Years of experience |
|---|---|---|
Cedar Hills, UT
| 39
|
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