We believe in Driving Capital Towards a More Sustainable Future
“We stand at the intersection of science and the capital markets, with access to the brightest minds on both sides. We are entering a future, that may not always be comprehensible through the lens of the past, with a deep willingness to explore and understand the risks and opportunities on the horizon and beyond.”
Jeff Gitterman
We bridge the gap between
investors and thematic investing
Unlike mutual funds with embedded gains, UMA portfolios enable investors to establish their cost basis directly. This avoids unwanted capital gains and allows for a more tax-efficient investment strategy.
Legacy positions with significant capital gains can be challenging due to over-concentration or unwanted tax burdens. Our team can efficiently manage these gains over time, limiting capital gains while providing diversification.
Taxes can erode returns. A tax overlay strategy is a portfolio management process that incorporates tax-loss harvesting and tax-efficient rebalancing to maximize returns by integrating tax considerations with investment decisions.
Flexibility for fossil fuel-free exclusions and the ability to exclude individual companies from all UMA portfolios. This allows us to meet the personal and regulatory needs of your clients.
We also offer portfolio customization available for portfolios greater than $5,000,000.
Talk To Our Team Today
Discover how our tailored investment strategies can help you reach your goals. Schedule your consultation today and see what’s possible with the right partner.
FAQs
Frequently Asked Questions
We know that navigating today’s investment landscape raises important questions. Our goal is to provide clarity around our approach, philosophy, and solutions. Below you’ll find answers to some of the most common questions our clients ask. If you don’t see what you’re looking for, our team is always just a conversation away.
Gitterman Asset Management is a thematic investment specialist. By taking a global, systems-level perspective, we build strategies designed for long-term resilience. We establish theses and then select relevant themes that integrate climate science, risk analytics, and other data, alongside traditional financial modeling.
Our strategies are built on fiduciary principles. Sustainability, climate, and other thematic insights are applied alongside traditional financial factors to enhance risk management and performance potential.
Gitterman Asset Management provides model delivery, research, educational content, and client-facing materials. These resources help advisors explain the value of thematic investing. The goal is to give advisors a clear, differentiated message in a competitive marketplace
Absolutely. The models are available on major custodians, simplifying their integration with advisors’ current technology and compliance infrastructure.
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If you have questions, or think our solutions are right for you, please reach out using the form below. We will respond as soon as possible to continue the conversation.
379 Thornall Street, 6th Floor
Edison, NJ 08837
(848) 248-4405