Gunn & Company Investment Management, Inc.

Gunn & Company Investment Management, Inc. (GCIM) is a financial advisor firm based in Jacksonville, Florida, established in 1996. The firm specializes in providing investment advisory services to individuals, trusts, corporations, and other entities. GCIM's current discretionary assets under management are approximately $194,512,368 as of December 31, 2024. The firm offers investment supervisory services through a sub-advisory agreement with CPS Investment Advisors, focusing on asset allocation, tax considerations, and estate planning. GCIM charges annual fees based on a percentage of assets under management, with negotiable fees in limited circumstances. The firm is a fiduciary to ERISA accounts, ensuring specific duties and obligations under ERISA and the Internal Revenue Code. GCIM does not charge performance-based fees and provides investment discretion to clients, allowing for specific instructions or restrictions in the management of their portfolios. The firm's investment strategy, implemented through CPS, focuses on identifying companies with strong balance sheets, dependable earnings, and competitive advantages. GCIM does not engage in trading on behalf of clients but ensures best execution of securities transactions. Clients receive quarterly portfolio reviews and written reports. GCIM has a code of ethics in place and does not vote proxies on behalf of clients. The firm has no financial commitments impairing its ability to meet client obligations and has not been subject to bankruptcy proceedings.