Gervais Capital Management, LLC

Gervais Capital Management is an independent registered investment advisor founded in 2018 and based in Wilson, Wyoming. Gervais Capital Management offers continuous portfolio management, financial planning, and pension consulting services tailored to the individual goals, risk tolerance, and time horizons of clients. The firm uses a variety of analysis methods including fundamental, technical, quantitative, and cyclical analysis, alongside modern portfolio theory. Gervais Capital Management typically invests client portfolios in mutual funds, exchange-traded funds, equities, fixed income securities, real estate funds, commodities, and private placements. In addition to standard portfolio management, Gervais Capital Management manages a private fund and offers hourly financial planning services. There is no account minimum required to work with Gervais Capital Management.