GT Investment Management, LLC

Overview

GT Investment Management, LLC is a small, privately held advisory firm that serves individual and family clients with financial planning and portfolio management. The firm offers fee arrangements that combine a percentage-of-assets model with hourly billing and also acts as a capital allocator, directing client capital to third-party managers. Core advisory services listed in filings include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm is affiliated with a broker-dealer and is not identified as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices