At Gerson Wealth Management, our investment advisory process starts by getting to know our clients and their unique situations. We build lifelong relationships by first developing a strong, thorough understanding of the things that are important to our clients today as well as their goals for the future. We then develop a plan designed to last for generations.

Gerson Wealth Management - Investment Management Process

Our Philosophy

We subscribe to a "fee only open architecture" investment philosophy. This means we are committed to transparency and finding the optimal investment plan design. By not accepting commissions from investment product companies, our loyalty always remains with the client. Therefore, our clients can be confident that all our recommendations, as well as the design and implementation of their investment plan, are completely objective.

On Markets

We believe focusing on a long-term horizon is the best way to approach capital markets. Occasionally adopting a contrarian point of view, while difficult, is consistent with our belief that booms follow busts and that markets invariably revert to long-term mean valuation. Periodic portfolio rebalancing to align asset allocation with a client's objectives, risk constraints, time horizon and the market's relative valuation is the greatest source of value added.

On Investment Choices

We feel there is a place for both active and passive management. Tactical adjustments are made in the portfolio to take advantage of undervalued and overvalued asset classes.

How We View Risk

We recognize that every individual, family and client's business is different in its own unique way. This means we need to employ unique solutions to managing each investment. We consider every aspect of our clients' situations, financial and otherwise, to provide investment plan recommendations that fit each client's specific needs.