Our goal is to offer unmatched service. As a client, you’ll work with your independent advisor who together with GIM will provide you with personalized attention tailored to your specific investing needs. If you do not currently work with an advisor, please let us know and we will put you in contact with a highly qualified person.
- Established Performance History
We have been managing client portfolios for over 30 years. You can have confidence in our substantial experience and in our actual, observable track record.
- Active Strategies Designed to Stay in Step with Changing Markets
Our actively managed investment strategies are designed to balance both the opportunities and risks inherent in rapidly changing markets.
- Solutions for Clients Needing Income
We have solutions for clients with income needs, whether they be retirement income or otherwise.
- Competitive, Fee-only Management
We charge a fee based on assets under management, which aligns our compensation for services we deliver with our clients’ best interests. When you succeed, we succeed.
Take the Next Step: Contact Us Today
We can answer any questions you have.