Individuals investing

Individuals
and Families

Managing What Matters

Successful investing is more than beating a benchmark over the past quarter, year, or five years. It’s achieving goals you have for yourself and your family by focusing on what you earn on your investments after things like taxes and fees. With more than two decades of experience working closely with individuals and families, we understand the importance of managing what really matters.

Our approach to working with individual investors and families has always been built upon a solid understanding of their real-life circumstances, needs and objectives. Whether it’s sending children to college, retiring comfortably, establishing a charitable legacy—or a combination of all of these—whatever the goal, we have the resources and expertise to develop strategies that make sense for our clients both financially and personally.

Our vision of helping every investor invest with reason translates to a strong commitment to investor education. We equip our clients with the information they need to understand how they are invested and why, and to make sound and appropriate choices when it comes to their finances. Believing that an educated investor is a better investor, we offer events, research, market perspectives and web-based tools and resources to help our clients navigate their financial lives with confidence.

Finally, we don’t forget that ultimately, it’s about results. Gerstein Fisher recognizes that the most important return investors earn is the one that remains after costs like fees and taxes. We understand that it’s the bottom-line that matters, and that’s why we engineer cost and tax efficiency into our strategies, helping individuals keep more of the returns they earn in the market.

Listed below are some of the ways we can work with you.

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