GJIC Highlights

  • Founded in 1956 to serve the investment needs of individuals, families, and non-profits
  • Managing over $1 billion in client assets
  • Serving clients through our seasoned team of relationship managers, investment analysts and portfolio managers – including CFA charterholders and MBAs
  • Utilizing our proprietary fundamental research to provide active investment management

Tailored Portfolios

  • Discretionary management designed to meet specific client needs and preferences including:
    • Tax-sensitivity
    • Income targets
    • Socially Responsible Investing (SRI)
  • Flexibility to change approach as needs and preferences change
  • Clients have direct access to¬†relationship¬†managers