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Investment Philosophy

Gemmer’s investment philosophy is built upon a rigorous, time-tested, research-driven approach that incorporates three distinct steps:

Modern Portfolio Theory

We utilize the tried and true principles of Modern Portfolio Theory (a Nobel Prize-winning concept) to ensure portfolios are well diversified across all major asset classes. To learn more about how we do this, as well as the benefits of proper diversification.

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Tactical Asset Class Shifts

After careful research into global longer term – three to five years – and shorter term – up to 12 months – market trends, we look to overweight certain sectors that appear undervalued or offer compelling opportunities, as well as to underweight areas of the market that appear overvalued.

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Manager/ETF Selection

At Gemmer, we take scrupulous care when evaluating managers and/or ETFs to be included in our portfolios. That’s why we perform comprehensive quantitative and qualitative analysis on institutional money managers before we hire them.

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