Gervais Capital Management, LLC

Gervais Capital Management, LLC is an independent SEC-registered advisory firm operating as a solo practitioner that provides ongoing portfolio management, one-time financial planning, and pension consulting. Its client roster includes individuals and high-net-worth individuals as well as charitable organizations and corporate or business entities, reflecting a mix of personal and institutional relationships.

The firm develops a written Investment Policy Statement for each client and employs a blend of analytical methods — including fundamental, quantitative, technical, cyclical analysis and modern portfolio theory — across a broad set of instruments (equities, fixed income, ETFs including precious‑metal ETFs, commodities, private placements, and options). Accounts may be managed discretionary or non‑discretionary, are monitored regularly, and the adviser typically custodizes client assets through a designated broker‑dealer.

Noteworthy for a solo independent adviser, the firm actively serves charitable organizations and corporate clients and provides written pension consulting services for employee benefit plans, services that are relatively uncommon among peers. The firm manages a concentrated client base with materially sized assets under management and does not generally engage third‑party managers, while also acknowledging receipt of custodial research and other institutional services from its chosen custodian.