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Mark J.
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Gemmer Asset Management LLC is an independent advisory firm that specializes in creating customized portfolios for individuals, families, trusts and company retirement accounts. Our investment philosophy is grounded in a risk-managed, asset allocation approach using world class institutional money managers (i.e. mutual funds, ETFs, separately managed accounts). We work exclusively through independent financial professionals to help deliver customized investment portfolios for their clients. So, as opposed to working with clients directly, we concentrate our efforts on partnering with advisors in the Greater Bay Area to provide a team approach that allows the advisor to focus on the unique needs of...
Investment management,marketing support,back office administration,and practice management
Gemmer asset management llc operates in the Financial services industry.
Gemmer asset management llc's revenue is 1m - 10m
Gemmer asset management llc has 11 - 50 employees.
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