GIBSON CAPITAL LLC Overview
Gibson Capital Llc is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 14 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 03/31/23. The fund's latest filing disclosed 371MM in positions, representing 31% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 03/31/23. The fund's latest filing disclosed 371MM in positions, representing 31% of the manager's regulatory AUM.
GIBSON CAPITAL LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GIBSON CAPITAL LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VTI | 55.54% | ETF | 4.21% | -0.02% | 0 | 15% | ||
| VNQ | 25.07% | ETF | 0.77% | -0.76% | 0 | 10% | ||
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FEATURED IN
GIBSON CAPITAL LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Brenda S. Gibson | Chief Executive Officer | October-2008 |
| Roger C. Gibson | Member Of Management Committee/Chief Investment Officer | October-2008 |
| Daniel G. Berczik | Chief Compliance Officer | September-2014 |
GIBSON CAPITAL LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
GIBSON CAPITAL LLC Investment Strategy
Item 8 - Methods of Analysis, Investment Strategies, and Risk of Loss
A. Gibson advocates a strategic asset allocation investment strategy that does not rely on short-term market forecasts. We recommend that clients diversify their portfolios broadly across a variety of major asset classes. Differences in the patterns of returns across these asset classes mitigate the volatility risk at the portfolio level.
Our investment philosophy maintains that an investment portfolio’s asset allocation (choice of asset classes and the allocation of money across them) is a primary determinant of its long-term investment performance. The markets primarily drive investment results, rather than the exercise of skill in either security selection or market timing.
Client involvement in the design of the portfolio is critical to its success. We arrive at the allocation for each client through education and consultation with the client. Once the design process is complete, we...
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A. Gibson advocates a strategic asset allocation investment strategy that does not rely on short-term market forecasts. We recommend that clients diversify their portfolios broadly across a variety of major asset classes. Differences in the patterns of returns across these asset classes mitigate the volatility risk at the portfolio level.
Our investment philosophy maintains that an investment portfolio’s asset allocation (choice of asset classes and the allocation of money across them) is a primary determinant of its long-term investment performance. The markets primarily drive investment results, rather than the exercise of skill in either security selection or market timing.
Client involvement in the design of the portfolio is critical to its success. We arrive at the allocation for each client through education and consultation with the client. Once the design process is complete, we...
Get the Full Report
GIBSON CAPITAL LLC Portfolio Concentration
GIBSON CAPITAL LLC Location
6600 BROOKTREE COURT
SUITE 2200
WEXFORD, Pennsylvania
UNITED STATES, 15090
SUITE 2200
WEXFORD, Pennsylvania
UNITED STATES, 15090
GIBSON CAPITAL LLC Contact Information
Phone Number: 724-934-3200
Fax Number: 724-934-3201
Website: https://www.gibsoncapital.com
Fax Number: 724-934-3201
Website: https://www.gibsoncapital.com
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