C.J.Gilbert Financial LLC

Overview

C.J. Gilbert Financial LLC is a small, privately held investment adviser that serves individual and family clients on a discretionary basis. The firm charges fees as a percentage of assets under management and provides portfolio management for individuals and small businesses, as well as selection of other advisers when appropriate. It identifies itself as a capital allocator rather than a multi-state or pension-focused consultant, and it does not position itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives