GERVAIS CAPITAL MANAGEMENT
Updated 6 days ago
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... 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..
Also known as: Gervais Capital, Gervais Capital Management LLC