Gemmer Asset Management LLC

Gemmer Asset Management LLC is a registered investment adviser founded in 1992, with over $2.0 billion in client discretionary assets managed as of December 31, 2024. The firm offers portfolio management services for individual clients and small businesses through strategies like Gemmer Select, Gemmer Premier, and Gemmer Unconstrained, primarily utilizing no-load mutual funds and exchange-traded funds. Gemmer acts as a sub-advisor to certain unaffiliated registered investment advisers and engages in consulting arrangements with other advisors. The firm's investment philosophy includes asset allocation strategies and socially conscious model portfolios. Gemmer charges asset-based fees based on a tiered fee schedule, with minimum account sizes varying by service. The firm does not charge performance-based fees and provides services to various types of clients, including individuals, trusts, corporations, and retirement plans. Gemmer does not vote proxies on behalf of clients and emphasizes client responsibility in directing voting decisions. Clients receive quarterly account reviews, detailed reports, and statements from custodians. Gemmer does not vote proxies on behalf of clients and emphasizes client responsibility in directing voting decisions. Gemmer's Chief Compliance Officer, Patricia Mullin, is available for any questions regarding the firm's practices.