Gerring Wealth Management (GWM) is a Registered Investment Advisor based in Chester County, Pennsylvania and serving clients nationwide.
The GWM investment philosophy is built on the goals of minimizing risk and maximizing returns with highly personalized client service at a low cost. GWM applies a hedged absolute returns strategy, which draws upon a broad range of widely diversified asset classes to manage investment portfolios with the goal of generating positive absolute returns in all market environments. This approach includes a heavy emphasis on risk control and rigorous security selection within each of the major investment asset classes.
GWM builds and manages investment portfolios utilizing the following investment strategies. Please click on the corresponding link below to learn more about each strategy.
A broadly diversified asset allocation strategy drawing upon a wide range of investment categories with the objective of achieving returns and managing risk that includes an emphasis on guarding against an absolute decline in value. Please click on the link to learn more.
A individual stock strategy focused on high quality companies with the objective of generating competitive returns at a level of risk that is lower than the broader market while also seeking to protect against absolute downside. Please click on the link to learn more.
With GWM, each client has their own distinctive separately managed accounts. This includes Taxable as well as IRA, Roth IRA, SEP IRA and 401(k) Profit Sharing Plan accounts. This is done with the recognition that each client has their own risk tolerances and return objectives that require a portfolio to be managed to their uniquely specific circumstances. Our priority is to work closely with each of our clients to continuously understand their goals and to share in their experience. The recently unpredictable environment can make investing today an emotional experience at times, and we seek to fully understand our clients perspectives and feelings about the economy and markets at all points in time.
Keeping your costs low is also an important part of achieving investment goals. We are fully independent and paid only by our clients, which enables us to keep fees as low as possible. In fact, our fees are lower than the expenses charged by many leading U.S. stock mutual funds.
GWM provides financial planning and coordinated investment strategies for assets held in a wide range of categories outside of our GWM platform including mutual funds, 401k plans, 403b plans, profit sharing plans, employee stock ownership plans, stock option programs, college savings 529 plans, Coverdell ESAs, money market accounts and other brokerage accounts. Our objective is to bring all of these investment components together to create a single comprehensive plan that can be viewed by the client in one place.
We require a $200,000 minimum in total investment assets for new client accounts.
Note: This minimum may be waived under select circumstances. Please contact us if you have questions about the asset minimum.
1.00% of assets under management on the first $1,000,000 in total investment assets
0.60% of assets under management on the next $1,000,000 in total investment assets up to $2,000,000
0.40% of assets under management on the remaining total investment assets above $2,000,000
Please contact us today if you have any questions or would like to learn more about GWM. We offer a free initial consultation for those investors that would like to explore a relationship with our firm.
We look forward to hearing from you and helping you achieve your financial goals.
This website is for information purposes only. There are risks involved with investing including loss of principal. Gerring Wealth Management (GWM) makes no explicit or implicit guarantee with respect to performance or the outcome of any investment or projections made by GWM. There is no guarantee that the goals of the strategies discussed by GWM will be met.