GJW INVESTMENT ADVISER LLC

Overview

GJW Investment Adviser LLC is a small, independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses. Its business model combines percentage-of-AUM billing with hourly and fixed-fee engagements, which supports both ongoing portfolio relationships and one-off planning work. Investment activity is concentrated in pooled public products—primarily mutual funds and other public fund structures—and the firm supplements those exposures with selected allocations to third‑party alternative managers, specifically hedge funds and commodity strategies. The adviser does not position itself as a capital allocator or pension consultant, and it does not identify as an active ESG investor or a multi‑state adviser. The firm lists an accountant among its industry affiliations.

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