About Gimbal

Services & Client Profile

Our Team

“Even if you’re on the right track you’ll get run over if you just stand still.” Will Rogers

Achieving financial independence during your lifetime and beyond requires disciplined execution of a well-conceived plan. Plans evolve and change over time and must be actively monitored to stay on course. Gimbal’s team of professionals listen carefully and use their knowledge and experience to help clients meet their retirement and financial goals.

An uncompromising commitment to integrity and independent personalized service are the principles that represent the foundation of our company. Gimbal Capital Management is a boutique investment firm and our owners have significant personal assets invested in the business. Our interests are closely aligned with the interests of our clients and as a registered investment advisor we have a legal responsibility to act in the best interests of our clients.

We have comprehensive planning capabilities and a well-defined, market tested, investment process. Unencumbered by layers of management, we are free to take timely action and capture opportunities that may be missed by larger firms hindered by personnel and bureaucratic issues.

A gimbal

is a leveling support using a pair of rings to mount a navigation device – normally a compass – to assure that it stays level, maintaining its integrity as a navigation device regardless of turbulent winds or rough seas that cause the craft to pitch violently. At Gimbal Capital Management our mission is to help our clients accumulate and preserve wealth through a continuous process of planning and managing risk. We work with our clients in every stage of their financial life, guiding them with balance and care as they face life’s uncertainties and volatile and unsettled financial markets.