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Private Wealth Advisor
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- GT Investment Management is a licensed Registered Investment Advisor dedicated to helping clients achieve their financial goals.
- We manage Wealth for Businesses, Families, Trusts, and Individuals, and do so on an Assets Under Management (AUM), Financial Planning “Fee for Service” and Transactional Basis.
- A Best-in-Class FinTech Wealth Management Platform with Charles Schwab as Funds Custodian, Amplify as Turnkey Asset Management Platform (TAMP), S&P for Market Intelligence, Markel for Insurance, and Evalueserve for Research Support & Analytics
- Via our investment banking, distribution and wholesale partnerships, access to best-in-class private equity and alternative investments, including, Secondaries and Co-Investment, Alternative Credit, Real Estate, Structured Settlements, and more!
- A flexible, modern, technology-driven RIA platform on which to manage and grow their investment management practice via an AUM, Financial Planning Fees, and / or Commission Basis
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