A complete list of active advisors currently associated with Gervais Capital Management, LLC
Warmer can help you find a great advisor at Gervais Capital Management, LLC or one who fits your needs even better.
Gervais Capital Management, LLC provides ongoing portfolio management, financial planning, and pension consulting to individuals (including high‑net‑worth clients), as well as to charitable organizations and corporate or business entities. Its services include the development of individualized Investment Policy Statements, discretionary portfolio management, and written financial and pension plans tailored to client goals and risk tolerance. The firm’s investment approach draws on cyclical, fundamental, quantitative, technical analysis and modern portfolio theory to build and monitor portfolios, and it employs long‑term trading alongside options strategies (including covered, uncovered and spread positions) where appropriate. For pension clients it offers consulting services that identify plan objectives and investment options, recommend and monitor money managers, and produce written pension consulting plans based on plan demographics and participant needs. Compared with many solo independent advisers, the firm manages a relatively large asset base for a small client roster—roughly $156 million across about 42 clients—and includes corporate and charitable clients and pension plans, which are less common among peers. Its stated investment universe also encompasses private placements, commodities and precious‑metal ETFs in addition to traditional mutual funds, ETFs, equities and fixed income, and the firm does not utilize third‑party managers, making its combination of services and permitted strategies somewhat atypical for its size and structure.
To learn more about the advisors currently working at Gervais Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Wilson, WY
| 25
|
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