Local Partners. Global Investing.
Our investment philosophy is simple. We follow a risk-managed, asset allocation approach that works with world-class investment managers to provide top-rated mutual funds, ETFs, separately managed accounts and other vehicles that help build portfolios.
Our clients are independent financial professionals in Northern California. Our commitment is to enable them to focus on the unique needs of their clients, while we focus on the investment management and back office duties they need to be successful.
Gemmer Asset Management LLC is a SEC Registered Investment Advisor.
When he decided to open the doors of the firm that bears his name, David Gemmer knew that it was virtually impossible for an advisor to become an expert in everything – portfolio management, estate planning, insurance, marketing, reporting, etc. – and also to give clients the attention they need and deserve. Gemmer’s model, therefore, was to provide a full suite of “outsourced” services for advisors, enabling them to focus on their own clients while growing their businesses.
Back then, the concept of “outsourcing” asset management services was virtually unheard of. Today, an entire industry has evolved around this business. And as the industry has grown, so too has Gemmer. Today, as a wholly employee-owned firm, we are committed to working with our advisors to provide objective portfolio management and a level of customization not found anywhere else.