Girton Capital Management (GCM) aims to grow client wealth through stock and bond selection, emphasizing research into sustainable products and companies. GCM offers individualized portfolio management and responsive service. The firm focuses on socially responsible investing, favoring companies with good employee relations and environmental records, while avoiding polluters and defense companies. GCM constructs diversified portfolios based on each client's needs, considering risk and economic factors.
Assets Under Management$24M
Clients20
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable depending on the size of the account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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