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, 2016, the firm had $5.3 billion in assets under management and approximately an additional $7.8 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.
Gerber Taylor is known for our experience and expertise in managing alternative investment multi-manager portfolios since 1991. Strategies include multi-strategy hedge, hedged equity, private equity and real assets.
Consistent across all strategies is the proactive implementation of our best ideas that are uncovered by our independent research and due diligence. The investment team is comprised of professionals with extensive experience that have a long history of working together at Gerber Taylor. We believe that our interests are aligned well with our clients, as collectively the employees of Gerber Taylor and their families are significant investors in our strategies.