Gilliland Investment Management, Inc.

The firm provides discretionary portfolio management and advisory services to individuals, high‑net‑worth clients, corporations, non‑profit organizations, and retirement plans, reporting $40,700,132 in assets under management across 186 accounts as of December 31, 2024. Services include ongoing portfolio management across equities, fixed income, mutual funds, ETFs and REITs, with consulting engagements available on an hourly basis.

The investment process begins with client objectives, risk tolerance and time horizon to construct an asset allocation model that emphasizes diversification; equity exposure is implemented through a mix of ETFs, no‑load mutual funds and selected individual stocks while fixed income is managed via a 3–5 fund “bond basket.” All managed assets are handled on a discretionary basis and research is drawn from internal analysis and external sources such as company filings, Morningstar and third‑party research.

Compared with many solo independent advisers, the firm explicitly serves a broader set of non‑individual clients — including corporations, non‑profits and retirement plans — which is less common for firms of this size, and the firm’s principal maintains an active accounting practice and CPA background that informs its services and consulting work. The adviser operates on a fee‑only basis, does not vote client proxies, and typically uses an institutional custodian platform for trade execution, reporting and back‑office support.