Gitterman Wealth Management, LLC

Gitterman Wealth Management LLC is a registered investment advisor founded in April 2010, specializing in full-service investment advisory and wealth management services. The firm's mission is to assist clients in creating and preserving assets through tailored recommendations based on individual needs, goals, and risk tolerance. Gitterman manages client investment portfolios on a discretionary basis, offering services to higher education markets and high-net-worth individuals. The firm provides SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Solutions through Gitterman Asset Management. As of March 14, 2024, Gitterman had $666,146,820 in assets under management, all managed on a discretionary basis. Clients must enter a written agreement with Gitterman before receiving services. The firm uses model portfolios, independent managers, and a due diligence program to evaluate investments. Gitterman's investment philosophy focuses on sustainable investing and employs a variety of analytical measures, including Modern Portfolio Theory and technical analysis. The firm does not provide services for performance-based fees and does not vote client securities. Gitterman offers fee-based services, with advisory fees negotiable and based on a percentage of assets under management. The firm's fee schedule ranges from 0.50% to 1.00% based on portfolio value. Clients may also incur additional fees charged by mutual funds and ETFs. Gitterman does not have any disciplinary information to disclose and does not exercise voting rights over client securities.