Our Philosophy
As a Fiduciary, we work closely with each client to develop a comprehensive roadmap for wealth management specific to their needs and goals in order to achieve financial well being and peace of mind. We employ advanced planning to make logical decisions and collaborate to see the big picture all while enabling clients to gain control and confidence over their financial health.
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Gervais Capital Management was founded on the belief that individual investors would benefit greatly by utilizing the same techniques and approach as institutional investors, including the world’s largest pension funds, in wealth management and financial planning.
We have one business and one goal, to serve our clients by creating a truly integrated wealth planning and management solution which encompasses all aspects of a client’s financial life.
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Donald G. Gervais, Jr., CFA – Founder & CEO
Soufflé tootsie roll tart lemon drops brownie macaroon. Gingerbread cotton candy powder toffee chocolate cake gummies chocolate candy. Gingerbread halvah caramels oat cake. Brownie tiramisu chocolate jelly beans bear claw chocolate cake sesame snaps sweet cupcake. Chocolate bar macaroon cookie chocolate sweet danish cookie. Fruitcake cotton candy topping ice cream sweet roll dessert bear claw. Candy cotton candy croissant chocolate muffin.
Bonbon biscuit lemon drops dessert chupa chups toffee. Gingerbread tiramisu icing jujubes cookie pie.
Tart lemon drops brownie macaroon. Gingerbread cotton candy powder toffee chocolate cake gummies chocolate candy.
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An Institutional approach to wealth management and financial planning.
We aim to be your complete guide on the journey to financial well being.
Fiduciary
-Requires GCM to do what is in a client's best interest
-Independent and clear alignment of interests
-Invest alongside clients-same strategies and approach
INSTITUTIONAL approach
- In-depth knowledge of capital markets and managers used in your portfolio
-Understanding where to utilize the correct strategy- low cost passive investments, active investments, alternatives including hedge funds
-Employ risk strategically- understand the drivers of portfolio risk and asset class correlations
goal oriented
- Asset allocation engineered to meet each clients unique circumstances
The Client is at the Center of our Continuous Process
You, the client, is the sole reason we exist. We aim to develop deep and long-lasting relationships which transcend traditional wealth management to become your partner and financial sounding board for your life’s decisions.
We have established a rigorous process which revolves around you. Each relationship begins with a thorough understanding of your current financial picture, life’s needs, and goals. We then prepared a comprehensive wealth plan with risk scoring, wealth forecasting, model portfolio, and risk scenarios. This is followed by careful investment, execution, and monitoring. All the while, providing you with transparency into all aspects of the plan and portfolio by utilizing some of the best technology available for online access to your plan and account information anytime of day.
