enneth J. Gerbino & Company is in its 34th year managing investment portfolios for individuals, pensions, trusts and corporations. We currently focus on three primary investment strategies:
GERBINO GOLD GROUP, LLC: This is a private fund for accredited investors only and regulations prohibit us from talking about this on this website.
GOLD MINING STOCK ACCOUNT: We believe that precious metal prices will trend higher for the remainder of the decade. Therefore a well-diversified portfolio of gold, silver and some base metal mining companies offers both growth and value opportunities, as well as a hedge against inflation and economic uncertainty. This account should be considered as a prudent diversification for a portion of your total portfolio. Minimum account size: $50,000. Annual Fee 2.5%. Click for details.
SPECIAL EQUITY ACCOUNT: This account is conservative. With interest rates at 45 year lows, a stock market that is up 10 times in value over the last 20 years, and an economy that has expanded in real goods and services by only 40% in the same 20 years, we think you should be very careful with your funds.
This account will be managed to make some capital gains in investments that we feel have outstanding growth potential, but most of your funds will be in low risk interest rate investments and some high quality dividend paying stocks. Minimum Account Size: $200,000. Annual Fee: 1%. Click for details.
Your money deserves professional attention. The well-thought-out strategy of the Special Equity Account for the majority of your funds and the unique characteristics of The Gold Mining Stock Account we feel will allow you a good choice for your investment funds. Both these investment accounts we believe will be a superior strategy appropriate for today's financial environment.
These accounts can be used for retirement plans such as IRAs and Keoghs, as gains and income will accumulate over the time period of your plan, tax deferred.
How Your Money Is Managed
Although we make the investment decisions, we do not hold your assets. Your funds will be held in a separate account for you by The Private Client Group at Moors & Cabot (established 1890), Members NYSE and the oldest independent member of the Boston Stock Exchange. They are a well known and respected financial institution. Your account is separate and in your name only.
Kenneth J. Gerbino & Company manages the account for you by directing Moors & Cabot to place stocks or bonds in your account. You will receive monthly statements from them as well as quarterly statements and special client commentaries from Kenneth J. Gerbino & Company.
Kenneth J. Gerbino & Company
Investment Management
9595 Wilshire Boulevard, Suite 303
Beverly Hills, California 90212
Telephone 310.550.6304
Fax 310.550.0814
Email: kjgco@att.net
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