Brian Gemmer is a Principal and Portfolio Manager at Gemmer Asset Management, which is a registered investment advisor with the Securities and Exchange Commission (SEC). The company provides investment management and back-office support to independent investment advisory firms and professionals. Prior to that, Brian was a Partner and Portfolio Manager at GlobeFlex Capital, an institutional money management firm in San Diego, CA. He graduated magna cum laude with a bachelor’s degree in finance and information management from the Wharton School of Business at the University of Pennsylvania.
Michael Mischler is a Portfolio Strategist at Gemmer Asset Management. He joined the company in 2013 as a research associate. Prior to that, he worked as an analyst for both J.P. Morgan and Credit Suisse in San Francisco. A Chartered Financial Analyst and member of the CFA Institute, Michael received a bachelor's degree in industrial technology from Cal Poly San Luis Obispo.
Here’s a glimpse of what you’ll learn:
- Brian Gemmer talks about the history of Gemmer Asset Management and his role there
- Michael Mischler sheds light on his portfolio strategist role
- Why did Roman Polnar partner with Gemmer Asset Management?
- Best practices for creating a diversified portfolio
- Gemmer Asset Management's investment decisions during uncertain economic periods
- The importance of a good investment plan
- Common investment mistakes investors and advisors make
- When is the best time to start investing?
In this episode…
Are you worried about the security of your investments in an uncertain economy? Are there strategies you can adopt to diversify your investment portfolio? And is time in the market better than timing the market?
When investing in challenging economic situations, it is essential to start with your end goal in mind. Identify your objectives and stay focused for the long-term. The team at Gemmer Asset Management advises investors to build a balanced portfolio in order to create financial freedom. In addition, one of the secrets to gaining wealth is being disciplined, consistent, and having a solid investment plan. This makes it possible to maximize compound interest and grow your investments long-term.
In this episode of the Pillar6 Podcast, Roman Polnar is joined by Brian Gemmer and Michael Mischler from Gemmer Asset Management to talk about making wise investment decisions in an uncertain market. They discuss challenges in the current investment market, the right time to start investing, and common financial mistakes made by clients and advisors.
Resources mentioned in this episode
- Pillar6 Advisors
- Roman M. Polnar on LinkedIn
- Gemmer Asset Management
- Brian Gemmer on LinkedIn
- Michael Mischler on LinkedIn
Sponsor for this episode
This episode is brought to you by Pillar6. Pillar6 is a wealth advisory firm for successful individuals and families with active lifestyles.
Our clients appreciate having clarity and control over their finances and the peace of mind in knowing that their financial decisions are aligned with their core values, goals, and priorities. We provide financial planning services and wealth management services.
Schedule your complimentary discovery call to talk to us.
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