Gilbert Investment Management

Overview

Gilbert Investment Management is a small, corporation-structured advisory firm that serves individual and family clients on a fee‑based (percentage of AUM) model. Its advisory work includes discretionary and non‑discretionary portfolio management for individuals, small businesses, and institutional/business clients. The firm does not position itself as an ESG investor and is identified as an owner-operated, individual‑owner practice. The firm’s stated allocation preferences emphasize equities as the primary exposure, supplemented by allocations to alternative strategies and insurance products. Gilbert appears to outsource alternative asset exposure to third‑party external managers rather than operating internal private investment platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices