Wealth Management for Every Why.

At Gebhardt Group, we’re never satisfied with the status quo of finance. Here, we cater to the forward-thinking mindset of entrepreneurs, business leaders and professional athletes. We also meet you and your families in the midst of major life changes. And that’s where we help everyone get after the why behind their wealth.

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Photo Collage of yoga, happy couple, meeting, hugging

Embrace a Fresh Perspective for Your Wealth.

After the rollercoaster of the 2008 global financial crisis, we realized something: the old “buy, hold and hope” playbook wasn’t cutting it anymore. So, we rolled up our sleeves and got to work. Instead of relying on tired academic theories or speculative predictive theories, we decided to shake things up and find a better way forward. Our search led us to a more dynamic approach to investing called Quantitative Trend Analysis, and the construction of our Protected Growth Portfolios (PGPs). It’s not just about identifying the trends–it’s about rewriting the rules and giving you a whole new point of view on managing your assets.

Wealth management begins with proper risk management. Rather than trying to predict the future, we make our investment decisions based on facts and what we know to be true today. This eliminates emotion and second-guessing from the decision-making process. Our Protected Growth Portfolios go far beyond gut feelings and dive deep into a rules-based process for making investment decisions:

  1. Defense is the best offense – Our clients are brilliant wealth creators. They rely on us to keep it secure. Our job is to protect first, grow second.
  2. Cash is an asset class – It has a very important job. It provides peace of mind during uncertain times.
  3. Less is more – We believe in simplicity over complexity.

As fiduciaries, we take our responsibility seriously, always putting your interests first. Welcome to a new era of wealth management. Welcome to Protected Growth Portfolios and the Whole Wealth Journey.

How are Protected Growth Portfolios Constructed?

  • In-depth Research: Our research actively monitors 36+ different investment categories across equities and fixed income, recording and analyzing every move of the market in real-time. We review this research daily to make sure we are continually on-course.

     

  • Technical Indicators: These inform our investment decisions. As our research identifies modest directional shifts or full-blown trend reversals, our technical indicators will direct us to be fully invested, partially invested or completely protected in cash.
  • Defensive Strategy: We build hand-crafted portfolios in-house using low-cost index-based ETFs that prioritize protection first and growth second. Portfolios are adjusted monthly to adapt to changes as they happen in real time.

Exchange Traded Funds (ETF’s) are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

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