What makes us unique? In some investment firms, commissions are accepted
by the investment manager for sales of particular products, making it
problematic to obtain reliable, unbiased service. In contrast, Gilliland
Investment Management provides fee-based portfolio management services.
Our fees are based on assets under management, not how many trades we
make.
As a fee-based independent advisor, we derive our income from one advisory
fee- a sliding- scale percentage- based on the size of your managed account.
We collect this fee on a quarterly basis. Being independent, all our research
is done in house utilizing expert advise. This allows us to pass the savings
on to you. The customer is our most important asset.
Our investment philosophy is one of balance. We believe the use of asset
allocation strategies is the wisest approach to try to conserve assets and
maximize their growth. Our business is the careful crafting of
customized diversified investment plans. We design each plan to achieve
an appropriate balance considering the individual risk tolerance, liquidity
needs and short- and long- term goals of our clients.
Our Diversified Portfolio Management Services Are Based
On Four Model Portfolios:
 | | Conservative - capital preservation and moderate |
| | growth (40% equities and 60% fixed income or cash)
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 | | Balanced - for a combination of income and capital |
| | growth (60% equities and 40% fixed income or cash)
|
 | | Growth - higher returns with moderate risk we use the |
| | Standard and Poor's model (65% equities and 35% fixed income or cash)
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 | | Aggressive Growth - the highest returns, |
| | accompanied by higher risk (100% equities)
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Our mission is to provide each client with a comprehensive investment strategy tailored to his or her individual financial circumstances, and to recommend appropriate investment vehicles based upon that strategy. Once investments are placed, we carefully monitor the markets on a daily basis and make adjustments to try to maximize the client's portfolio performance.
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Gilliland Investment Management
About Gilliland Investment Management:
We can custom build an investing plan for you. Offering Stocks, Bonds, Mutual Funds, EFTs & REITs for your brokerage account, all IRAs, Simple Plans, 401(K), 403(B) & 529 Plans
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