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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r•••••••@raymondjames.com
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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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