Investments built upon knowledge and designed for long-term success.
At Gamble Jones, our investment advice is founded on three pillars of success: research, discipline, and focus.
Thorough, holistic research
Through quantitative and qualitative investment research, we design portfolios to meet our client’s unique goals, objectives, and risk tolerance.
A disciplined approach
We find attractive opportunities in the market by relying on our investment research and valuation discipline. Our fundamental research governs when we buy and sell.
Focused on the future
The investments we choose are meant to create long-term value, benefitting from compound growth and Gamble Jones’ steady risk management.
A team dedicated to you and obsessed with your goals.
Relationship Managers
Your main point of contact, relationship managers keep you informed and up-to-date.
Portfolio Managers
Research and investment decisions are handled by portfolio managers, all bound by fiduciary responsibility.
Client Service Team
Fast and responsive, our client service team fields any requests, questions, or concerns, keeping everything on track.
Solutions that help you see clearly, invest wisely, grow reliably.
Customized Individual Portfolios
Our portfolios begin with you.
Your personal objectives and risk tolerance dictate the mix of your portfolio. While we adhere to a policy of prudent diversification, we believe in concentrating capital on our best ideas.
We build tailored portfolios based on your needs and preferences, including:
- Tax sensitivity
- Income targets
- Capital appreciation
- Wealth preservation
- Socially Responsible Investing (SRI)
Gamble Jones Capital Management
A division of Gamble Jones Investment Counsel
For investors interested in our specific portfolios, Gamble Jones Capital Management offers four strategies that represent the best ideas of our investment team, unconstrained by outside objectives.
These strategies may serve as an investor’s core portfolio or complement an existing portfolio.
We offer four solutions that address different objectives:
Focused Equity
The Focused Equity strategy seeks to grow capital by investing in companies with exceptionally high returns on capital, stable profit margins, and a consistent history of earnings growth.
Qualitative analysis is used to better understand each company’s business model and competitive advantages.
Investments trading at a discount to intrinsic value are used to construct a non-diversified portfolio of typically fewer than 20 holdings.
Investments will mostly be made in the common stock of companies of any capitalization range. In addition, the strategy may invest assets in securities of foreign companies or ETFs of foreign indices, including emerging markets.
Download Our GJCM Performance Report Q1-2022 Focused Equity (pdf format)
Growth
The Growth Strategy seeks long-term growth of capital by investing primarily in large-capitalization companies. The strategy invests across approximately 30 holdings, opportunistically focusing on companies with a consistent history of earnings growth.
The strategy may invest assets in securities of foreign companies or ETFs of foreign indices, including emerging markets.
Download Our GJCM Performance Report Q1-2022 Growth (pdf format)
Equity Income
The Equity Income Strategy seeks to provide above-average dividend income as well as long-term capital appreciation by investing primarily in the common stock of well-established large-capitalization companies. The strategy targets financially strong companies with healthy free cash flow and good prospects for future earnings growth.
The majority of total assets will be invested in dividend-paying stocks, with an emphasis put on those companies showing the ability to consistently increase their dividends over time.
Download Our GJCM Performance Report Q1-2022 Equity Income (pdf format)
Balanced
The Balanced Strategy seeks to provide a total return through a combination of income and capital appreciation. The strategy normally invests 35-70% of its assets in equity securities and the remaining assets in fixed-income securities, cash, and cash equivalents.
For the strategy’s equity exposure, financially strong companies with healthy free cash flow and good prospects for future earnings growth are targeted. For its fixed-income exposure, the strategy seeks to diversify across sectors while mitigating various risks that may be present in the fixed-income markets.
The strategy may also invest in securities of foreign companies or ETFs of foreign indices, including emerging markets.
Download Our GJCM Performance Report Q1-2022 Balanced (pdf format)
The plan for finding your path.
Step 1. Call
Schedule your first call with Gamble Jones. Together, we’ll begin the process of understanding your finances and your goals.
Step 2. Design
Your relationship manager will work with you to create the most reliable path to secure your financial future.
Step 3. Live
Gamble Jones stays with you for the long haul, with continuing check-ins and ongoing advice, giving you confidence that you’re on the right path to your dreams.
