Investment Advisors

Join our dynamic team at GT Investment Management, where unparalleled opportunities, cutting-edge resources, and a supportive environment converge to empower investment advisors to achieve extraordinary success.

Unhappy with your current RIA? Interested in higher payouts? Want access to a best-in-class, turnkey asset management platform? That also provides private equity and alternative investment options? If so, GT Investment Management might be for you.

Who we are:

GT Investment Management is a licensed Registered Investment Advisor (RIA) dedicated to helping clients achieve their financial goals.

We manage Wealth for Businesses, Families, Trusts, and Individuals, and do so on an Assets Under Management (AUM), Financial Planning “Fee for Service” and Transactional Basis.

Interested in learning more?

Schedule an introductory call or fill out the form below to learn more.

Key differentiators of our platform include:

Best-in-class fintech wealth management

A Best-in-Class FinTech Wealth Management Platform with Charles Schwab as Funds Custodian, Amplify as Turnkey Asset Management Platform (TAMP), S&P for Market Intelligence, Markel for Insurance, and Evalueserve for Research Support & Analytics.

Access to alternatives

Via our investment banking, distribution and wholesale partnerships, access to best-in-class private equity and alternative investments, including, Secondaries and Co-Investment, Alternative Credit, Real Estate, Structured Settlements, and more!

Are You Right for Our Platform?

The GT Investment Management Platform is built for ambitious, ultra-high integrity investment advisors who seek these things.

A Turnkey Investment Management Platform (TAMP).

A comprehensive solution designed by financial advisors for financial advisors that provides all the necessary tools and services to manage investment portfolios for clients of all types and sizes.

Revenue Model Flexibility

A flexible, modern, technology-driven RIA platform on which to manage and grow their investment management practice via an AUM, Financial Planning Fees, and / or Commission Basis

Comprehensive Wealth Management and Business Exit Planning. 

For wealth managers serving entrepreneurial, small business, and family business clients, our dual RIA and broker-dealer structure empowers earning investment banking fees on client M&A liquidity events and then advising upon and managing the investment proceeds 

Interest in Alternatives. 

Desirous of offering clients true investment value-add through a blended, risk-managed public markets / alternatives-driven investment approach

Interested in learning more? Schedule an introductory call with our team below.


Interested in learning more?

Schedule an introductory call or fill out the form below to learn more.