Gelis Capital LLC

Gelis Capital provides ongoing portfolio management services tailored to each client's specific goals, risk tolerance, and time horizon. Gelis Capital creates an investment policy statement for every client and builds customized portfolios primarily emphasizing long-term, concentrated investments in publicly traded equities of high-quality, market-leading companies. The firm also utilizes mutual funds, fixed income securities, exchange-traded funds, and treasury inflation-protected bonds for diversification. Gelis Capital operates on a discretionary basis, meaning the firm makes trades on the client's behalf without requiring prior permission for each individual transaction. The firm primarily serves high-net-worth individuals and does not require a minimum account size to open an account.