About Us
Since 1992, we have been providing high quality, objective investment management services to the local Bay Area community.
We pride ourselves on the strength of the partnerships we have with advisors and, in turn, helping them partner successfully with their clients.
Supporting Independent Financial Advisors And Their Clients
Sound investment strategies, comprehensive back-office support and high levels of personalized attention
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America’s Best TAMPS award was provided by Wealth Advisor each year from 2021-2024. Gemmer paid a sponsorship fee to be included in America's Best TAMP's 2021 - 2024 showcases. The fee entitles Gemmer Asset Management to receive marketing services from The Wealth Advisor. See Important Disclosures.
Gemmer has been named to the Financial Advisor IQ (FA-IQ) Leadership Council. FA-IQ, from the Financial Times, is an advisor resource that informs, educates, and connects advisors with daily news focusing on practice management and a network of industry content from leading fund firms. The leadership council is a community of advisors focused on growing their clientele and sharing input that fuels research to help professionals strengthen their practices.
Relationship Driven With High Levels Of Personalized Attention
Our team brings decades of collective experience across asset allocation, mutual funds, operations, compliance and client relationships.
Investment Philosophy
Built upon a rigorous, time-tested, research-driven approach that incorporates three distinct steps.
Service For Advisors
Gives financial professionals more time and flexibility to focus on their clients and their businesses.
Clients Of Advisors
By partnering with Gemmer, your advisor has access to our expertise to help them build effective financial solutions
