About Us

Gerber Taylor is a multi-asset class investment management and advisory firm.

Our heritage is rooted in deep, fundamental investment research.

  • Our 30+ years of experience spans the globe across traditional and alternative strategies.
  • Our commingled vehicles offer equitable access to our best ideas.
  • We have cultivated enduring relationships with innovative and accomplished investment managers.
  • We leverage our research capabilities to customize investment portfolios tailored to each client’s needs.

Our Approach


  • An unwavering commitment to put clients first unites our team.
  • We form lasting relationships grounded in trust, integrity and alignment.
  • Our strategies and services are adaptable to meet individual needs.


  • Our research process drives our investment offerings, not the other way around.
  • We build durable investment portfolios designed to withstand difficult markets.
  • A complex and ever-changing investment landscape provides challenge and purpose for our team.

We rely on our principles to bring discipline and clarity to the investment process.

Investment Principles

What Makes Us Different

A History of Distinction. Aspirations for the Future.

Gerber Taylor is founded.

Looking to take a different approach to investment consulting centered on the clients' interests with objective advice, Charles Gerber and Andy Taylor form Gerber Taylor.

First hedge fund strategy started.

Our first discretionary commingled investment vehicle is created to broaden access to our manager ideas.

Expansion of investment strategies.

Gerber Taylor establishes commingled vehicles to invest in hedged equity, private equity, emerging markets and real estate. Firm assets reach $100 million.

The GT Model Portfolio launched.

Early entrant into a business line now commonly referred to as Outsourced Chief Investment Officer. The Model gives GT greater discretion on manager decisions across all asset classes.

GT launches long-only equity strategies.

To round out asset class coverage and bolster the GT Model, commingled vehicles focused on U.S. and international equities are inaugurated.

Equity ownership broadened.

Founders distribute equity to recognize the contributions of the growing team. Subsequently, the ownership group has grown commensurate with the firm’s growth and is critical to our multi-generational aims.

Gerber Taylor reaches $1 billion AUM.

Celebrates its 15th anniversary.

Launch of 1st of four opportunistic strategies.
Gerber Taylor achieves $5 billion AUM.

Our investment track record, client-centric approach and strong networks facilitate gradual and continuous growth with both families and institutions.

Raised $197 million in new commitments.

Continuing our programmatic investment in private equity since 1995.

Gerber Taylor celebrates its 30th anniversary.

Opens fourth opportunistic strategy focused on the biotech sector.