Verified recordFinancial Services

Ryan Gerdts

Financial Advisor at Raymond James

Based in San Francisco, United States

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Seniority

Staff

Department

Finance & Accounting

Location

San Francisco

Industry

Financial Services

Company size

19K

Contact information

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Email

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r•••••••@raymondjames.com

Phone

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Background

About Ryan Gerdts

Gerdts Investment Group of Raymond James specializes in discretionary custom portfolio management for individuals, families, trusts, retirement funds and businesses. We utilize fundamental analysis coupled with a long-term value investing strategy that has been developed over four decades to create customized portfolios for each client based on their individual needs and financial goals. Our goal is to create long-term, multi-generational wealth. We do our own meticulous research into each individual security we purchase, to buy and hold, and incrementally sell over time. We take the opportunities the market gives us by using an incremental buying and selling process; this allows us to be ready for market turns and helps our clients avoid being under or over invested in the market at any given time. We invest in our clients like our stocks. We have built relationships that have lasted over 40 years and endeavor to build long lasting trust with each new client. As Warren Buffett has said:"The asset I most value, aside from health, is interesting, diverse, and long-standing friends.” When I am not in the office you can find me training for triathlons, scuba diving, or reading. For more information about me and Gerdts Investment Group - please visit our website: Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Advisory program are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. There are minimum account size requirements for these accounts.

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