Wealth Management
The principals of GCM strongly believe in the advantages of working with a boutique firm.
We cater to a smaller number of clients which allows us to be more tailored and specialized in the management of our client’s assets.
We have both the expertise and flexibility to build a portfolio that specifically addresses your needs and long term investment goals.
The Benefits of a Boutique Firm
If you select Gables Capital Management (GCM) to be your Investment Manager, 100% of the portfolio will be managed by GCM.
We will build your portfolio security-by-security rather than mutual fund-by-mutual fund.
This approach is increasingly rare in a marketplace where many investment managers have become reliant on outsourcing to a combination of investment products which potentially results in excess diversification, layers of fees, and inefficient tax dynamics.
In contrast to larger firms who employ armies of sales people and talk more about their investment process rather than the assigned manager, at GCM you have a direct relationship with the firm principals.
Furthermore, larger firms are plagued with employee turnover and as a result you may experience a revolving door of relationship contacts.
GCM’s team is incredibly tenured with near-zero employee turnover.