GIM is a fee based money manager. Working in concert with your independent advisor, we manage every part of the investment process for you, including account setup, transfers from existing accounts and asset allocation. Our investment approach focuses on risk management and is designed for investors who place greater emphasis on principal preservation but still want opportunities for growth.
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.
For over 30 years, clients have chosen GIM for the following reasons:
- 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.
GIM’s allocations are available on a direct basis. GIM also provides sub-advisory services for various brokerage concerns as well as portfolio allocation for variable annuity accounts. Call us below and we can tell you the best way to begin.
Take the Next Step: Contact Us Today
We can answer any questions you have.