Founded in 1990, Gerber Taylor is an independent investment advisory firm based in Memphis, TN. The firm is 100% owned and operated by its employees. Our clients are primarily individuals, family offices, endowments and foundations. As of December 31, 2018, the firm had $5.4 billion in assets under…
Founded in 1990, Gerber Taylor is an independent investment advisory firm based in Memphis, TN. The firm is 100% owned and operated by its employees. Our clients are primarily individuals, family offices, endowments and foundations. As of December 31, 2018, the firm had $5.4 billion in assets under management and approximately an additional $6.3 billion in assets under advisement.
We partner with our clients to provide comprehensive services across the asset allocation spectrum including an “Outsource CIO” approach. The approach utilizes traditional and alternative investment multi-manager portfolios to construct an equity centric globally diversified portfolio. While there is a recommended “Model Allocation”, a client’s asset allocation can be customized; it is not a one size fits all approach. The strategy is supported by a long-term track record of actual client results that date back to 2000.
Team (1)
Join Axial's Private M&A Platform
Gerber Taylor connects with qualified M&A advisors through the Axial Platform.
Selling Your Company?
Find the perfect advisor to help you sell your business.
