


Each portfolio is individually tailored to meet the specific goals, objectives and preferences of each client. Whether it is 100% stocks, 100% bonds or a combination of both, your portfolio will be constructed specifically for you. Tax sensitivity can be addressed more effectively in this format. We do not create "model portfolios" and ask our clients to take on that model’s particular objective or tax consequence.
Our professionals have over 275 years of combined experience in investment management. Our primary expertise is in the management of equity, fixed-income and cash-equivalent securities. Our success in attracting new clientele is due in large part to referrals from existing, satisfied clients. Investment returns will fluctuate, but a sound investment discipline will stand the test of time. Our long-term, fundamental and price sensitive approach to investing has produced excellent returns for over 50 years under a variety of economic and market scenarios.
Although traditional portfolio management will always be our primary focus, we can also work in conjunction with other professionals and are staffed to provide assistance in the numerous other areas of your finances. These areas include estate planning, trusts, gifting, insurance, annuities, college funding and long term care and are available upon request.
Our pricing structure reflects the maturity of our firm. With over 50 years of history, over 600 client relationships and over $1 billion in assets under management, we have the ability to provide our clients with a wealth of resources at competitive pricing.
Our clients know that being with Gamble Jones Investment Counsel means they have a valuable business relationship and partner in every way. Clear and consistent communication with our clients is a trademark at Gamble Jones. Ensuring we stay in sync with our client’s goals and objectives, Gamble Jones provides in-person consultations, phone calls and Emails at the client’s request. Our clients also receive quarterly reports and statements.

