Gilbert Capital Group, Inc.

EST. AUM
$158,145,204

CONTACTS

CLIENT ACCOUNTS
334

Firm Details

Metro area Portland, ME
CRD Number 117268
Website gilbertcapitalgroup.com
Client types

Overview

Gilbert Capital Group, Inc. is an independent, SEC-registered investment adviser based in North Yarmouth, Maine, founded in 1998 by Cass A. Gilbert, CFA. Operating under a strict fiduciary standard, the firm provides disciplined, active portfolio management and customized investment research to retail investors, high-net-worth families, trusts, and corporate clients. Its investment philosophy emphasizes quantitative asset allocation and rejects speculative market timing. Recognizing the cyclical nature of market leadership across capitalization and style factors, the firm employs an active strategy using low-cost, liquid ETFs and no-load mutual funds to pursue long-term returns, capital preservation, and client stability.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Gilbert Capital Group, Inc.

Platform Details

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