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
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")