Gant Investment Advisors, Inc.

Gant Investment Advisors is a small, state-registered independent advisory firm that provides portfolio management and related advisory services to individual clients. The firm operates as a solo practice managing approximately $1.8 million for roughly 40 individual accounts and delivers periodic reporting and account reviews.

The firm follows a long-term, buy-and-hold approach implemented primarily with low-cost index funds for equities and bank-insured certificates of deposit and U.S. Treasuries for fixed income, with maturities generally staggered and limited to shorter durations; portfolios are rebalanced on an annual basis and are typically managed on a discretionary basis. Clients receive quarterly statements and portfolio evaluations, and the firm emphasizes limited trading activity to control transaction costs and tax impacts.

What distinguishes the firm from many peers is that the proprietor also engages in other financial product sales and affiliated business activities: the firm uses insurance companies to offer annuities and the proprietor sells life, disability, property and casualty insurance through an affiliated entity, and provides personal cash-management services through another affiliated business, with about one-quarter of his time devoted to those activities. These affiliations and the receipt of certain broker‑dealer-provided economic benefits are disclosed in the firm’s Code of Ethics and related disclosures, and the firm does not custody client assets or vote client proxies.