Investment Management In Your Best Interest
Your investment portfolio lies at the heart of your financial plan, so it’s vital to manage your investments through proper diversification and periodic review and rebalancing.
Gibraltar Wealth Management offers unbiased investment consulting to those who want to remain active in managing their own portfolios, and we offer a full range of investment analysis, portfolio design, and management oversight to those looking for more comprehensive services.
Our founding principals all began their careers in the brokerage industry, a background that provides us with the knowledge and experience to design and manage investment portfolios effectively. Our investment management process includes:
- An initial assessment to determine your risk tolerance, time horizon, and goals.
- Allocation of assets among independent investment managers.
- Evaluation of independent managers.
- Use of mutual funds, exchange-traded funds, individual stocks, fixed-income investments, and alternative investments.
- Quarterly reviews of independent managers.
- Meetings with clients throughout the year to review managers’ performance.