GT INVESTMENT MANAGEMENT, LLC

Overview

GT Investment Management, LLC is a small, client-facing wealth advisory firm that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates as a capital allocator: it builds client portfolios directly and selects third-party advisers and external managers where appropriate. Fee arrangements include a percentage-of-assets model plus the option for hourly charges, which supports both ongoing portfolio management and project-based planning work. Investment decisions emphasize diversified exposure across traditional pooled vehicles and a range of third-party alternative managers. The firm does not identify as an active ESG investor. It lists a broker-dealer affiliation, and its advisory activity explicitly includes selection of other advisers, indicating a manager-of-managers or referral component to how client capital gets deployed.

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Investments & Alternatives

Location & Offices