Gilbert Capital Group, Inc.
Overview
Gilbert Capital Group, Inc. is an independent investment advisory firm based in North Yarmouth, Maine, specializing in managing portfolios for individuals, families, retirement plans, and trusts. Founded in December 1998 by Cass A. Gilbert and Beatrice A. Gilbert, the firm offers discretionary portfolio management services, allowing them to make investment decisions without prior client authorization. Their investment approach includes common stocks, no-load stock mutual funds, exchange-traded stock and bond funds, no-load bond mutual funds, and money market mutual funds. The firm's investment strategy focuses on growth, income, and capital preservation, tailoring portfolios to meet each client's unique objectives and expectations. They emphasize a personalized approach, working closely with clients to understand their financial goals and risk tolerance. Gilbert Capital Group, Inc. is a fee-based advisor registered with the U.S. Securities and Exchange Commission, ensuring transparency and alignment with client interests. As of December 2024, the firm managed approximately $139.86 million in assets, with $136.91 million managed on a discretionary basis and $2.96 million on a non-discretionary basis. This reflects their commitment to providing comprehensive investment management services to a diverse clientele, including individuals, families, retirement plans, and trusts.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Gilbert Capital Group, Inc.
What sectors does Gilbert Capital Group, Inc. invest in?
Gilbert Capital Group, Inc. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Maine, United States. Gilbert Capital Group, Inc. is listed as a private investment firm in the ConnectSafely investor database.
What stage does Gilbert Capital Group, Inc. invest at?
Gilbert Capital Group, Inc. backs companies at Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Gilbert Capital Group, Inc. invest in?
Gilbert Capital Group, Inc. invests across United States.
What companies has Gilbert Capital Group, Inc. invested in?
Gilbert Capital Group, Inc.'s portfolio includes Acadia Trust, N.A., L.L. Bean, Maine National Bank, Shearson Loeb Rhoades and Fleet Bank.
Last updated · Source: ConnectSafely investor database