Gehret Investments

Overview

Gehret Investments is a small, individually owned advisory firm organized as a limited liability company that focuses on portfolio management for individuals and small businesses and offers market timing services. The firm's public filing shows an equity-first posture: exchange-traded equities are the dominant allocation by dollar value, and its fee schedule can include percentage-of-AUM, fixed fees and performance-based fees. Gehret Investments does not identify itself as an active ESG investor, does not operate as a multi-state adviser, and is not positioned as a pension consultant. The investment approach is equity-centric and execution-oriented. The emphasis on exchange-traded vehicles combined with explicit market-timing activity suggests the firm favors liquid, easily traded instruments and tactical allocation adjustments rather than long-only, illiquid strategies.

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Public Holdings

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Location & Offices