Gunn & Company Investment Management, Inc. provides investment advisory and supervisory services to individuals, trusts, estates, corporations, pension plans, and foundations. Founded in 1996 and located in Jacksonville, Florida, Gunn & Company Investment Management assists clients in defining financial goals and provides advice on investment strategy, asset allocation, tax considerations, and estate planning. Actual investment selection and portfolio management are handled through a sub-advisory agreement with an unaffiliated third-party money manager, CPS Investment Advisors. Gunn & Company Investment Management also offers specialized 401(k) programs for corporate clients. Clients complete an investment policy statement detailing their goals and risk tolerances, allowing CPS Investment Advisors to manage portfolios accordingly. The firm emphasizes diversified portfolios focusing on companies with strong balance sheets, dependable earnings, and competitive advantages.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5 million at the discretion of Gunn & Company Investment Management and CPS Investment Advisors. Total fee combines charges from both Gunn & Company Investment Management and third-party manager CPS Investment Advisors.