Gamble Jones Investment Counsel

Gamble Jones Investment Counsel is a registered investment advisory firm founded in 1956 by Jim Gamble. The firm specializes in providing investment advice to individuals, family groups, foundations, and endowments. They offer traditional portfolio management and four distinct investment strategies: Focused Equity, Growth, Equity Income, and Balanced. Gamble Jones primarily works in a fully discretionary capacity but also offers advisory relationships. The firm's assets under management as of December 31, 2022, were $1,598,925,743, with both discretionary and non-discretionary assets. For fees, Gamble Jones charges a maximum fee of 1.00% on assets under management, with fees negotiable. The firm does not accept performance-based fees and serves various types of clients, with a minimum relationship size of $500,000 for Gamble Jones Capital Management and $1,000,000 for traditional portfolio management. Gamble Jones primarily employs a long-term investment strategy using fundamental analysis and offers personalized attention to client portfolios. The firm does not participate in wrap fee programs, and all client accounts are held at a qualified custodian. Gamble Jones accepts discretionary authority to manage client accounts and does not vote proxies on behalf of clients. The team at Gamble Jones includes experienced professionals with various certifications, such as CFA and CFP. Clients are provided with quarterly newsletters and invoices for services rendered. Gamble Jones Investment Counsel upholds high ethical standards and provides comprehensive knowledge in investment decision-making.