Beware of WhatsApp Investing Scam

It has come to our attention that unauthorized individuals are using our company name on WhatsApp to impersonate representatives of our firm. These individuals may attempt to solicit personal information or promote fraudulent investment opportunities. Important: Gemmer Asset Management LLC does not conduct business, offer investments, or communicate through WhatsApp. We will never request personal information, payment, or account details via text message or social media. Any communication claiming to represent our firm through WhatsApp is unauthorized and fraudulent.

Manager/ ETF Selection

At Gemmer, we know that the key to consistent performance is the scrupulous evaluation and selection of managers/ETFs for the asset classes we build into our portfolios. We will search the country to find high-quality institutional money managers, and select them only after a painstaking and thorough process that involves sifting through and analyzing thousands of strategies. Through a series of intricate investment criteria, we select approximately 200 managers that we follow on a daily basis.
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From this group, we thoroughly evaluate each manager and determine whether it fits into our asset class and style diversification criteria. Importantly, we look at each firm’s record:

  • Who makes the key decisions?

  • How long have they been managing the fund?

  • What is their investment philosophy?

  • What is their management style?

  • Can they move quickly if market and economic conditions warrant it?

And throughout this process, we have our clients’ concerns in mind. As a result, at the end of this rigorous process, we have a high level of confidence in the mutual funds/ETFs that are included in our diversified portfolios.