GILBERT INVESTMENT MANAGEMENT

Overview

Gilbert Investment Management is a small, corporate-structured advisory firm focused on portfolio management for individuals, small businesses and institutions. The firm charges fees as a percentage of assets under management and shows a clear tilt toward equity exposures — in particular non-exchange traded equity positions. Its advisory activity is split between discretionary mandates and non-discretionary relationships, giving it flexibility to manage assets directly while also serving clients who retain more control over trading decisions. The firm does not identify itself as an active ESG investor and is not listed as a multi-state adviser in its disclosures, though it maintains a multi-office footprint across two states. Client base is primarily individuals and families. Custody and execution are handled through third-party custodians rather than in-house brokerage, with the bulk of assets held at a single custodian.

Assets & Accounts

Investments & Alternatives

Location & Offices