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| Additional information |
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| Gamble Jones Investment Counsel |
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Overview:
Gamble Jones Investment Counsel is an independent investment counseling firm providing tailored investment advice to clients since 1956.
Headquartered in Pasadena, CA, with offices in San Diego, CA and Portland, OR. We provide investment counseling services to individuals, family groups, charitable entities, foundations, and endowments.
We pride ourselves on our investment philosophy, our investment performance, and our care in establishing and maintaining close relationships with our clients.
Managing over $1 billion in assets
Over 600 family relationships representing multi-generations
Over 275 years of investment experience
Family office structure including portfolio management and wealth management
Privately owned by principals of GJIC |
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History:
In 1956, James N. Gamble founded his own investment counsel firm after having served as a general partner of A.M. Clifford and Associates. Today, Gamble Jones Investment Counsel is an employee owned, independent investment counsel firm. Over time, Jim sold his interest in the firm to his associates in recognition of the value of the principals having an equity investment in the organization. Jim passed away in March of 2004, and though he is deeply missed, it was his unwavering commitment to his clients that continues to serve as a foundation for Gamble Jones Investment Counsel.
Since our founding, we have been providing investment advice to individuals, family groups and the charitable entities they support, which include foundations and endowments. In addition, we manage retirement plans including ERISA portfolios, IRAs, 401(k)s and group and company plans. We primarily function in a fully discretionary capacity but will also work with those who would like an advisory relationship. Whatever the arrangement, we are dedicated to providing close personal attention to our clients’ portfolios by addressing their specific objectives.
We are pleased that our firm has shown substantial and sustainable growth over the years. We attribute this to our investment philosophy, investment performance and the fact that we work very hard to establish and maintain close working relationships with our clients. Consequently, much of our growth is the result of referrals from existing, satisfied clients. In addition, we are fortunate to enjoy the respect of other professionals in the financial community, who have also been an excellent source of new business growth. |
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