We believe a disciplined investment strategy, using evidence-based research, is an important part of every financial plan. We begin by seeking to identify and understand your unique objectives while determining your risk tolerances and time horizon. Then, we work with you to tailor an investment strategy to address your goals and concerns.
The strategy focuses on allocating investment funds to asset classes appropriate to your risk levels. GEM utilizes resources that are generally available only to institutional investors and not to individual or retail investors, such as trading and custody services and certain research and investments. GEM usually receives discretionary authority allowing us to review and adjust portfolios.