Who We Are

What sets us apart

We're rooted in building relationships. The kind of long-term relationships that can only happen when there's a consistent track record of delivering results.

Who We Are

We're rooted in building relationships. The kind of long-term relationships that can only happen when there's a consistent track record of delivering results.

At Wilmer Gibson, our commitment is rooted in focusing on delivering superior investment performance and developing long-term relationships with our clients. Our track record of multi-year performance, our business model and the legacy of our founder set us apart in the industry.

  • We relentlessly focus on delivering superior investment performance and building long-term relationships with our clients.
  • We take an active team-based approach to managing equity and fixed income investments.
  • Money management is all we do.
  • No ancillary businesses distract our focus, stretch our resources or compete with our clients.
  • Our owners maintain a long-term view when it comes to investing and our company. We are not beholden to quarterly earnings pressures. This enables us to stay true to the long-term objectives of our investment strategies, offer reliable diversification and align with the best interests of our clients.
  • We take an independent view, guided by our commitment to do the right thing for our clients. We're one of the few major asset managers untainted by ethical lapses.

Through our ownership structure, a significant portion of Wilmer Gibson’s profits support research to help cure genetically-based diseases including cancer, diabetes and dementia.

At Wilmer Gibson, we believe the ultimate measure of our performance is your success.

Wilmer Gibson is guided by core values that shape the way we conduct our business. These have been in place since our conception and they have not changed.

These values include a strong commitment to helping others and building a strong community.

We give where our employees give their time, talents and financial support.

Wilmer Gibson encourages its employees to become involved in the community. We support their commitment with our dedicated volunteer programs, such as our unique program through which employees can direct a portion of our charitable giving to qualified organizations they personally support. In the past, our volunteers have participated in activities like community clean-up efforts, home rehabilitation, blood drives, caring for animals, classroom education and area telethons.

We help parents and educators influence the behaviors of children and young adults to establish a path toward financial independence. As an organization that owns great intellectual assets, one of the greatest gifts we can offer is free resources to help people understand the essential facts about money. Through our dedicated bureau our employees can connect with the community and make a difference through financial education.

Wilmer Gibson gives preferential support to organizations which have active participation of Wilmer Gibson leaders.