Gemmer Asset Management LLC ("GAM") is an investment adviser
located in Walnut Creek, CA
Gemmer Asset Management LLC (GAM) is an SEC registered investment adviser with its principal place of business in the State of California. GAM and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which GAM maintains clients. GAM may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements.
GAM’s web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of GAM’s web site on the Internet should not be construed by any consumer and/or prospective client as GAM's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from GAM. Any subsequent, direct communication by GAM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of GAM, please contact the United States Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov.
A copy of GAM’s current written disclosure statement discussing our business operations, services, and fees is available from our firm upon written request. GAM does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to GAM’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided for convenience purposes only and all users thereof should be guided accordingly.
ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEB SITE
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended or undertaken by GAM) or product made reference to directly or indirectly by GAM on its website, or indirectly via a link to an unaffiliated third party website, will be profitable or equal to the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.
2021 America's Best TAMPs - Published by The Wealth Advisor (TWA)
FOR FINANCIAL PROFESSIONAL USE ONLY. Gemmer Asset Management is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of training or skill. Investing in securities is subject to inherent investment risks, including the potential loss of principal. Gemmer Asset Management does not provide tax advice. Where information or data is presented that has been prepared by third parties, the source of such information will be cited, and these sources have been deemed to be reliable; however, Gemmer Asset Management does not warrant or independently verify the accuracy of this Information. Gemmer Asset Management and any such third parties are separate and unaffiliated and are not responsible for each other’s policies, products, or services. Reproduction in whole or in part in any form or medium without express written permission is prohibited.
Gemmer Asset Management LLC is independent of and unaffiliated with The Wealth Advisor (TWA). Gemmer Asset Management's inclusion in America's Best TAMPs 2022 is based on the results of an independent survey of subscribers. The survey methodology provided for commissioned an independent survey of its registered subscribers in February 2022. The survey was designed to uncover advisor familiarity and overall satisfaction with TAMP solution providers including service and performance. The findings presented are based on aggregated responses and reflect relative brand penetration, as well as user satisfaction and quality of experience. Gemmer paid a sponsorship fee to be included in America's Best TAMP's 2022 showcase. The fee entitles Gemmer Asset Management to receive marketing services from The Wealth Advisor. Gemmer Asset Management has no affiliation with The Wealth Advisor.
Financial Advisor IQ Leadership Council
The Financial Advisor IQ Leadership Council is a community of advisors that aim to promote growth and knowledge and who meet certain qualifications: they must manage or advise on at least $50 million in assets, have three or more years of experience, maintain an excellent compliance record, and express a desire to engage with industry issues. Gemmer does not pay any fees to Financial Times or its FT Specialist subsidiary in exchange for inclusion in this community.