https://gilbertim.com/news daily 0.75 2014-09-30 https://gilbertim.com/new-index daily 0.75 2020-01-27 https://gilbertim.com/intro daily 0.75 2016-02-14 https://images.squarespace-cdn.com/content/v1/56b507f259827e292c9ad4df/1454706135307-26T2AOM2Y2VOYKPI3ZY2/photo-1452086618453-2e7227e3b850.jpeg Intro https://gilbertim.com/about daily 0.75 2016-02-05 https://gilbertim.com/services daily 0.75 2016-02-05 https://images.squarespace-cdn.com/content/v1/56b507f259827e292c9ad4df/1454707775249-NSP8GX46S037MTSJGJZW/money_bag.png Services https://images.squarespace-cdn.com/content/v1/54061d7fe4b0ee7f1c8414eb/1410458183582-91FT1T8UOQUSZ8HLJFHK/engadget.png Services https://images.squarespace-cdn.com/content/v1/54061d7fe4b0ee7f1c8414eb/1410458183658-COM8Z4BAQS62TSDXZPUM/fastco.png Services https://images.squarespace-cdn.com/content/v1/54061d7fe4b0ee7f1c8414eb/1410458183646-W9JIO0WB19Y8B5AKVSMH/mashable.png Services https://images.squarespace-cdn.com/content/v1/54061d7fe4b0ee7f1c8414eb/1410458183720-4ARYUZANFR98VEBYW5ZK/techcrunch.png Services https://images.squarespace-cdn.com/content/v1/54061d7fe4b0ee7f1c8414eb/1410458183833-U2330MD2EO6TE7D0PTT5/verge.png Services https://images.squarespace-cdn.com/content/v1/56b507f259827e292c9ad4df/1454707755216-UMH1T055H6ZOR8ARZDH3/image-asset.png Services https://images.squarespace-cdn.com/content/v1/56b507f259827e292c9ad4df/1454707838976-GBTTXO77IRLNXMXEBM0I/money_bag.png Services https://images.squarespace-cdn.com/content/v1/56b507f259827e292c9ad4df/1454707862280-3CM26LIBH3CMXK1FSZS2/image-asset.png Services https://gilbertim.com/buy daily 0.75 2016-02-05 https://images.squarespace-cdn.com/content/v1/56b507f259827e292c9ad4df/1454708083293-1P664AGGLADGE168RH2Q/photo-1446749263752-cb64c774fb21.jpeg Contact https://gilbertim.com/financial-advisor-portland-maine/home daily 1.0 2020-07-29 https://images.squarespace-cdn.com/content/v1/56b507f259827e292c9ad4df/1581194056405-XCIX422DH82IG0CKXPP9/Portland-Maine-Financial-Advisors-Coins.jpg Home - Investing. Investing begins with, and requires, the liquid wealth that remains after all other costs are covered to support an individual’s lifestyle. Just like many things, this amount is different for each of us. As a result, any investment program or plan must be personalized to the individual’s circumstances. A financial advisor adds value to the process by helping you understand your current position; your net income, wealth and long-term goals and plans. The advisor helps you clarify where you are now, and guides your decisions on a regular basis, in anticipation of the future. Planning is crucial to a healthy financial life. In fact, planning is not unique to finance; most things in life benefit from planning. So, planning is very important, but only if you have the best fitting partner to help you. Planning takes many difference forms in the marketplace, and its important to know the alternatives. The way you build wealth is by saving, and investing that savings effectively. Saving alone will not provide enough wealth for most people to meet their obligations later in life. A financial advisor provides his or her investment acumen and expertise to help a client choose from the thousands of investment options, techniques, and vehicles available to help you achieve your goals. https://images.squarespace-cdn.com/content/v1/56b507f259827e292c9ad4df/1580169183759-XKAFXTRXOXD96K3L47FA/Portland+Maine+Financial+Advisor Home https://images.squarespace-cdn.com/content/v1/56b507f259827e292c9ad4df/1517894358884-TY3Y3XDQBYOMH0VGIBDT/Portland+Maine+Financial+Advisor+Checklist+icon Home https://images.squarespace-cdn.com/content/v1/56b507f259827e292c9ad4df/1587661478136-IDRYPJ1NT2TIBY0731I4/Financial+Advisor+Portland+Maine+Table+of+Fees+for+Services Home https://images.squarespace-cdn.com/content/v1/56b507f259827e292c9ad4df/1581194335445-IRBY817JT7UV2X0RP5VY/Portland-Maine-Financail-Advisor-people-meeting.jpg Home - The Difference. At Gilbert investment Management, we understand that sound financial advice and planning is not a one-time effort, but an on-going approach and process. This approach provides for new information to inform the advice and the plan, and tailors your goals throughout your life. We set up a routine to check in with our clients, at their convenience, to keep the advice and the plan on-target. We recommend that clients build a team of advisors; a financial advisor, an accountant for tax filing and tax questions, and an attorney, for wills and trusts. Finally, a good relationship with an insurance broker and a mortgage broker is important. Many firms offer all of these professionals together, under one roof, but we believe that it is better to keep them separate. That way, you have more options and the net result is more suitable advice. At GIM, we focus on separate account management of individual securities, as well as planning and general financial advisory. A well-managed, personalized, fee-only investment account, may be the best approach to build your wealth for the long-term. It provides you the most options, the greatest flexibility and transparency, and in most circumstances, the most liquid way to conserve and grow your wealth. Investing in a portfolio of individual securities, carefully- selected and appropriate for the client’s risk tolerances and goals, may be the most efficient and successful approach. Along with client-focused financial advisory and planning, stock research is a passion at Gilbert Investment Management. We have developed our own proprietary research methods. Generally, we look for a combination of quantitative and qualitative factors that help you to protect your capital, and grow for the long-term. Most of our stocks vary in market capitalization and industry sector, but share growth profiles at attractive prices. https://images.squarespace-cdn.com/content/v1/56b507f259827e292c9ad4df/1580169248694-VFKZOEE2PQOY23ROJXO2/Portland+Maine+Financial+Advisor Home https://images.squarespace-cdn.com/content/v1/56b507f259827e292c9ad4df/1581194467059-SVUWKV168A3UG1ENQ4CP/Portland-Maine-Financial-Advisor-Handshake Home - Client Focus. As Fee-Only financial advisors, we are here, on the ‘same side of the table with you’, to help guide your investment program and plan. The more we get to know our clients, the more effective we can be. Our clients are given advice we would share with our own family members. There is no benefit to be anything but completely transparent about what we think about your portfolio, your unique circumstances, and your plan. Unlike many institutional Wall Street money managers, we see ourselves as your local community advisor, riding along with the market with you, not in opposition to you. In the end, the market is driven primarily by psychology; it is a very ‘human’ business. Despite the use of algorithmic trading and artificial intelligence in finance, the prices of stocks and bonds begin and end with the basic economic drivers of supply and demand. Like running shoes merchandised at a sporting goods store, stocks and bonds are similarly merchandised and marketed, and susceptible to the passions and trends of the marketplace. These trends can easily overwhelm any purely quantitative, clinical analysis of value. A wise investor and advisor knows this. https://images.squarespace-cdn.com/content/v1/56b507f259827e292c9ad4df/1579896134805-LEZB1NH79E3WMLGCPJKD/Portland_Maine_Financial_Advisor_Ted.jpg Home https://images.squarespace-cdn.com/content/v1/56b507f259827e292c9ad4df/1517894342571-LUHQMEW373QKOJUUMY5I/Portland+Maine+Financial+Advisor+Suitcase+icon Home https://images.squarespace-cdn.com/content/v1/56b507f259827e292c9ad4df/1580170015007-AYFIV2YC5AO8I0076KAA/Portland+Maine+Financial+Advisor Home https://images.squarespace-cdn.com/content/v1/56b507f259827e292c9ad4df/1587662996889-R7X12A6IR880JHSZRRJY/Financial+Advisors+Portland+Maine+Part+III+Table+of+Fees Home https://images.squarespace-cdn.com/content/v1/56b507f259827e292c9ad4df/1579882368250-QN2DG4GRRZGCNYCHD4JA/Financial+Advisor+Portland+Maine+Traveler.png Home https://gilbertim.com/financial-advisor-portland-maine/contact-us daily 0.75 2020-02-08 https://gilbertim.com/lending-solutions daily 0.75 2016-04-17 https://images.squarespace-cdn.com/content/v1/56b507f259827e292c9ad4df/1454796168156-FD9LYPWJT9Y04104RT73/photo-1448230204147-dfb53161b565.jpeg Lending Solutions https://gilbertim.com/cash-management daily 0.75 2016-04-17 https://images.squarespace-cdn.com/content/v1/56b507f259827e292c9ad4df/1455482397062-0XLMJ1XJG7QP8XUC51SI/photo-1448230204147-dfb53161b565.jpeg Cash Management https://gilbertim.com/account-forms daily 0.75 2016-04-17 https://images.squarespace-cdn.com/content/v1/56b507f259827e292c9ad4df/1455482438768-PLPZZPXL1STOEIPST9TA/photo-1448230204147-dfb53161b565.jpeg Account Forms https://gilbertim.com/account-login daily 0.75 2016-04-17 https://images.squarespace-cdn.com/content/v1/56b507f259827e292c9ad4df/1455485544753-VUU5NZCGR0WOSKP3S2XO/photo-1448230204147-dfb53161b565.jpeg Online Account Access https://gilbertim.com/contact-2 daily 0.75 2014-09-18 https://images.squarespace-cdn.com/content/v1/52a74d9ae4b0253945d2aee9/1390510556456-TV8RZ8LOBB3L6TBXFWZD/tumblr_mkrr2pZQ851rkz363o2_1280.jpg Contact https://gilbertim.com/home-alt daily 0.75 2016-04-06 https://images.squarespace-cdn.com/content/v1/52a74d9ae4b0253945d2aee9/1390500612440-PGQSIY8KL9F7T5VIXQLO/chambers-2.jpg Home Alt A local Investment Management firm Serving Your Future Learn More https://images.squarespace-cdn.com/content/v1/52a74d9ae4b0253945d2aee9/1390500503574-5BAPXZO9U06UV61P49UO/chambers1.jpg Home Alt https://images.squarespace-cdn.com/content/v1/52a74d9ae4b0253945d2aee9/1390500933384-LII4SRIPHFYOUFX0UCXC/chambers-4.jpg Home Alt https://images.squarespace-cdn.com/content/v1/52a74d9ae4b0253945d2aee9/1390504287124-HQ8GNX1JCE22V047MSQ9/chambers-8.jpg Home Alt https://gilbertim.com/financial-advisor-portland-maine/bank-of-new-york-mellon daily 0.75 2018-02-07 https://images.squarespace-cdn.com/content/v1/56b507f259827e292c9ad4df/1454794368259-15Z9YYYC6YW81AB173JZ/photo-1452886593287-30d68224db57.jpeg Bank of New York Mellon https://gilbertim.com/financial-advisor-portland-maine/pershing-clearing daily 0.75 2018-02-07 https://images.squarespace-cdn.com/content/v1/56b507f259827e292c9ad4df/1454974441591-0Z92UC40BT2BFURN1TH7/photo-1452886593287-30d68224db57.jpeg Pershing Clearing https://gilbertim.com/financial-advisor-portland-maine/excess-account-protection daily 0.75 2018-02-07 https://images.squarespace-cdn.com/content/v1/56b507f259827e292c9ad4df/1454975596850-I4BFYRHWHJFNR58JB7IH/photo-1452886593287-30d68224db57.jpeg Excess Account Protection https://gilbertim.com/financial-advisor-portland-maine/team daily 0.75 2018-08-07 https://images.squarespace-cdn.com/content/v1/56b507f259827e292c9ad4df/1454972728750-ALLY2FHS5I21NSQW6MS1/image-asset.jpeg Team https://images.squarespace-cdn.com/content/v1/56b507f259827e292c9ad4df/1533682694123-8LM7KY9C5WJ5X9Y8GKJV/gilbert_headshot_bw.jpg Team https://gilbertim.com/financial-advisor-portland/company-profile daily 0.75 2018-03-29 https://gilbertim.com/financial-advisors-portland/investment-accounts daily 0.75 2018-03-26 https://gilbertim.com/financial-advisor-portland-maine/market-commentary daily 0.75 2016-04-17 https://gilbertim.com/financial-advisor-portland-maine/interactive-brokers-advisors daily 0.75 2018-02-07 https://images.squarespace-cdn.com/content/v1/56b507f259827e292c9ad4df/1454975596850-I4BFYRHWHJFNR58JB7IH/photo-1452886593287-30d68224db57.jpeg Interactive Brokers Advisors https://gilbertim.com/read-me-bedford daily 0.75 2025-05-08 https://images.squarespace-cdn.com/content/v1/52a74d9ae4b0253945d2aee9/1390928870858-4D9B6T9WGP8017NSS9W3/topography.jpg Read Me