Gerdts Investment Group specializes in the creation and management of custom equity portfolios for individuals, families, trusts and businesses, built on an investment philosophy created through experience over the last 45 years in private wealth management. We are conservative, long-term value investors that are personally invested in many of the same investments we choose for clients. We understand each client has unique needs and goals, and we are committed to providing the highest quality of service and advice to help you navigate the challenges and opportunities the market gives us.
We manage standard brokerage accounts, retirement accounts, education accounts, and advise on life insurance. We provide access to lending and banking services through Raymond James Bank. We can also provide referrals to our extensive network of professionals including Estate Planners, Attorneys, Mortgage Consultants and CPAs for questions outside of our purview of knowledge.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
