Discover the Gilbert Advanced Asset
Management Difference...

Gilbert Advanced Asset Management, Inc. is one of the nation’s top independent investment management firms.

Our mission has remained unchanged and is quite simple: Help clients reach their financial goals by providing sophisticated, individualized portfolio management and unbiased, uncompromised investment advice. In the process, we build long-term relationships – relationships based on trust. Our willingness to tell our clients what they need to hear, rather than what they want to hear, sets us apart.

What is the difference…
…between advanced investment management and selling investment products?

The retail financial services industry tends to focus on selling the latest “hot product” and once the sale is done, their job is finished. In contrast, Gilbert Advanced Asset Management utilizes a conservative, proven, ongoing and disciplined approach to investment management. This sophisticated investment management system is based on the Nobel Prize winning “Modern Portfolio Theory” as well as other top academic studies. We offer a variety of prudent investment strategies that are designed to meet the diverse financial needs of our clients in this new high risk environment in which we live. The goal of these unique strategies is to perform well in both good and bad markets.

Gilbert Advanced Asset Management is the Difference.

What is the difference…
…between objective, unbiased financial advice and a sales pitch?

GAAM uses LPL Financial to provide services to our clients. LPL is independent and therefore has no proprietary products or investments. This structure allows our private investment managers to provide objective, unbiased advice. It is our duty as fiduciaries to act solely in the best interest of our clients.

Gilbert Advanced Asset Management is the Difference.

What is the difference…
…between specialization and being all things to all people?

Successful investment management requires specialization. We believe that any attempt to provide multiple services dilutes the value of any one service and impedes our efforts to be the very best at what we do. Over the years, we have developed an extensive network of relationships with other leading professionals who also specialize in one particular field and can help our clients when they need assistance in areas such as tax, insurance and estate planning.

Gilbert Advanced Asset Management is the Difference.

What is the difference…
…between you and everyone else?

Because no two investors are alike, success can take on many diverse meanings. We help our clients succeed by first understanding what “success” means to them. We manage each portfolio individually, according to each client’s specific needs. In the long run, our understanding of a client’s goals and objectives is the foundation of our relationship.

Gilbert Advanced Asset Management is the Difference.

What is the difference…
…between a team and one individual?

We have multiple private investment managers, but no private investment manager has their own clients. You are free to choose the private investment manager with whom you feel most comfortable. Our investment philosophy and management methods are uniform regardless of which private investment manager you choose. This team approach is a rarity in the financial services industry.

Gilbert Advanced Asset Management is the Difference.