GILMAN HARRIS TRAVIOLI SLOVER ACCOUNTANCY CORPORATION

Overview

Gilman Harris Travioli Slover Accountancy Corporation operates as an accountancy-led registered adviser that provides portfolio management for individuals and small businesses. The firm blends investment advisory work with accounting services, which is reflected in a fee model that combines a percentage of assets under management with hourly billing for consultative work. Their investment approach favors publicly traded pooled vehicles and fixed-income instruments rather than direct stock picking or active alternative allocations. The client mix includes affluent individuals, families and some institutional relationships, with a scale that points to a boutique practice focused on tailored, often tax-aware portfolio management. The firm is not an active ESG investor and is not structured as a multi-state adviser.

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Location & Offices