GB Associates, Inc.

Overview

GB Associates, Inc. is a small, owner-operated advisory practice that provides discretionary portfolio management primarily for individuals and small businesses. The firm charges clients on a percentage-of-assets-under-management basis and leans heavily toward fixed-income allocations. Roughly half of the advisory portfolio is concentrated in U.S. government bonds, reflecting a conservative, income-oriented investment posture rather than an active equity- or ESG-driven approach. The firm is not marketed as a multi-state adviser and does not identify as an active ESG investor. Custodial relationships are split between major wirehouse custodians, which suggests GB Associates relies on established platforms for trade execution, custody and reporting rather than operating its own in-house custody or trading infrastructure. Given the owner-type structure and concentrated client base, decision-making appears centralized and personalized.

Assets & Accounts

Investments & Alternatives

Location & Offices