GD Investment Advisers LLC

Overview

GD Investment Advisers LLC is a small, individually owned registered investment adviser that provides discretionary portfolio management for individuals and small business clients. The firm runs a boutique, concentrated practice that charges both a percentage-of-assets fee and performance-based fees, which suggests an emphasis on active management and outcomes-based relationships. Investment activity is centered on exchange-traded equities, with the adviser favoring liquid, tradable instruments for core allocations and tactical positioning. The firm does not market itself as an ESG investor and operates from a single office, servicing a compact client base rather than a multi-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices