OUR SERVICES

CONSUMER & INVESTMENT MANAGEMENT

We work with clients to achieve investment goals and financial well-being and bring an innovative approach to traditional consumer banking activities.

SECURITIES

We seek to deliver to our clients leading market insight, risk management and execution.

Investment Research

Our Global Investment Research division provides original, fundamental insights and analysis for clients in the equity, fixed income, currency and commodities markets.







WHO WE ARE

About Gerard Founded in 2009, Gerard invests and manages capital on behalf of its shareholders, institutional investors and high-net worth clients from around the world. Gerard ’ platforms include: Gerard Partners, private equity funds focused on larger opportunities in North America and Europe; ONCAP, private equity funds focused on middle market and smaller opportunities in North America;

In total Gerard ’ assets under management today are approximately $3.7 billion, of which approximately $1.1 billion is shareholder capital.

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OUR FEATURES

Live Support

Financial Management

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WHY CHOOSE US!

When clients select our firm, they hire a team, not an individual. Clients benefit from direct access to the decision makers for the investments in each portfolio as well as a service associate who address any day-today needs or inquiries

We provide in-depth quarterly reports and analysis that give a more accurate and transparent view of past performance than by using a manager-of-funds approach.

Our Commitement

Our commitment to creating and sustaining a diverse work environment is absolute. We share our reasons for this commitment and our aspirations:

For the Firm We strive for excellence. To achieve it, we must have the best people, and the best people are drawn from the broadest pool of applicants.

OUR SERVICES !

Provides advice and services to help organization with mergers and acquisitions, financing and other transactions.




OUR IMPACT

Integrity

Integrity is the cornerstone of every action we take. Our word is our bond. We strive to demonstrate a consistency of character that is transparent, genuine, trustworthy and respectful.

Mentorship

The quality of our people is the key to our success. Through mentorship, we pass on our institutional knowledge, develop our talent pool and create a sustainable and learning enterprise.

Passion

We are passionate about our work. We are committed to going above and beyond what is expected of us. Decisive, nimble and results-driven, we endeavor to be thoughtful and thorough in everything we do.

Accountability

We live in a constantly changing world. What was good enough yesterday will not be enough tomorrow. We embrace change and we have the courage to take calculated risks to exceed our business objectives.

Courage

We live in a constantly changing world. What was good enough yesterday will not be enough tomorrow. We embrace change and we have the courage to take calculated risks to exceed our business objectives.

Teamwork

We are all accountable to each other, our customers and to our investors. Individual accountability is critical to achieving the overall goals and objectives of the company.

Doing the right thing for our clients, no matter what

At Gerard Wealth Strategic Wealth®, we’re committed to always acting in our clients’ best interests. It’s not just a promise, it’s a legal, fiduciary responsibility. That means no selling, no commissions. Just solid, long-term financial advice.

1

We want to know what makes you tick. We want to know what’s important to you – not just where your money is. So we take time to get to know you, your hopes and dreams, your relationships, your businesses and your hobbies. And once we know where you stand today, we build a plan to help you get where you want to be tomorrow.

2

A centerpiece of the Gerard Wealth experience is the development of a thoughtful, customized financial plan designed to help you achieve your most important goals. Your plan gives you the confidence to weather the ups and downs of the market and freedom to focus on the things in life that matter most to you.

3

With the right plan in place, we stay with you. We keep an eye on your assets, so you can keep your eye on your life. We keep you updated on how you’re doing, because we believe you can sleep better at night when you know someone’s watching out for you.

3.7bn FUNDS UNDER MANAGEMENT
3,000+ CLIENTS
82 AWARDS
3 CONTINENTS

OUR PARTNERS

After 10 years of successful investing, we formed Gerard Partners in 2009. Gerard Partners is our private equity platform focused on larger investment opportunities.

PARTNERS SAY