About Us

Gerber Taylor is an investment management and advisory firm with a focus on alternative investments.

Our heritage is rooted in deep, fundamental investment research.

  • We have over 30+ years of experience.
  • Our commingled vehicles offer equitable access to our best ideas.
  • We have cultivated enduring relationships with innovative and accomplished investment managers.
  • We leverage our research capabilities to customize investment portfolios tailored to each client’s needs.

Our Approach

Client-Centric.

  • An unwavering commitment to put clients first unites our team.

  • We form lasting relationships grounded in trust, integrity and alignment.

  • Our strategies and services are adaptable to meet individual needs.

Research-Driven.

  • Our research process drives our investment offerings, not the other way around.

  • We build durable investment portfolios designed to withstand difficult markets.

  • A complex and ever-changing investment landscape provides challenge and purpose for our team.

We rely on our principles to bring discipline and clarity to the investment process.

Investment Principles

What Makes Us Different

Our team possesses rich capabilities with skill sets encompassing investment research, due diligence, client service, and operations. This depth across alternative and traditional investment assets allows us to stay current in a challenging landscape and focus our attention on our clients.

We are resolute in the pursuit of alignment with our investment managers and our clients. We expect our underlying managers to have meaningful capital at risk in their strategies, along with fairly aligned fees and terms. Above all, Gerber Taylor employees and their families are collectively a top five client of Gerber Taylor, investing alongside our clients with the same fees and terms (excluding employee ERISA related accounts, which pay no fees).

We are an employee-owned firm, proudly operating outside the noise of major money centers. These qualities have in no way hindered our access to exceptional investment managers, ideas, or talent for our team. We are independent, long-term thinkers who consistently work to earn trust and confidence.

We foster enduring relationships with clients, investment managers, and other industry contacts. We seek to partner with individuals and entities with the highest character and capabilities. This approach has earned us the lasting trust of clients and a reputation as a valued partner among highly valued managers across our breadth of strategies.

Stewardship

As careful stewards of capital, we are mindful of our responsibility to our employees, business partners, industry participants, and the communities in which we operate. We believe that a strong commitment to each of these areas is consistent with our goal of delivering value to our clients.

Full Stewardship Statement