Portfolio management provides an investor with expert, unbiased advice, continuous supervision, and management of marketable securities.  A portfolio manager does not maintain a securities inventory and does not derive income from securities transactions.

Portfolio Review

  • A Gamble Jones client has access to our entire team that works in a collaborative environment with constant communication.  Our teams consist of:
    • Relationship Managers
      serve as main point of contact
    • Portfolio Managers
      responsible for research and investment decisions
    • Client Service Team
      handles client requests and administrative duties
  • Every portfolio is monitored to ensure adherence to investment guidelines and to respond to an ever-changing environment.
  • Communication with our clients is the cornerstone to building a long lasting relationship.
  • We work diligently to protect the privacy of our clients and have safeguards in place to ensure that their personal and financial information is protected.