Advisor at Gant Investment Advisors, Inc.
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Firm
Gant Investment Advisors, Inc.
Location
Toledo, OH 43615
Credentials
Series 63, Series 65
Industry experience
34 years
Derick Gant is the sole advisor at Gant Investment Advisors, Inc., an independent firm based in Toledo, OH. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Since founding his firm in 2009, he has also engaged in budget planning and debt reduction consulting, as well as the sale of insurance and annuity products through affiliated businesses. Gant Investment Advisors provides portfolio management and advisory services to individual clients, managing approximately $1.8 million across around 40 accounts. The firm employs a long-term, buy-and-hold strategy focused on low-cost index funds and short-duration fixed income, with portfolios rebalanced annually and managed primarily on a discretionary basis.
0.25% to 1.10% annually, negotiable
Account minimum: $25,000
5577 Airport Hwy., Suite 200
Toledo, OH 43615
Ohio
Gant Investment Advisors Inc.
2009 - Present (17 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
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Bank
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Trust company
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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