Part of The America Windows
Created by Marc Chagall
& Displayed at the Art Institute of Chicago

Trust Investments

GAMMA Investment Management, first, diligently works with each Trust client plus the respective Trustee/attorney to understand the exact wishes delineated in the Trust Agreement.  A corresponding Trust portfolio is then tailored to meet those wishes in terms of growth, income and liquidity needs over the appropriate horizon. But, most importantly, our Trust portfolios also offer a certain level of protection against bear markets—providing confidence that assets will be passed as desired in the future.   

GAMMA also strongly believes that in addition to focusing on protecting and adding value for our clients, we must also add value in our communities.

Our GAMMA founders are active in church musical and treasury activities. They also support and participate in Habitat for Humanity, Lutheran World Relief, Sharing & Caring Hands and Valley Outreach. 

If you want help establishing a Charitable Trust or using part of your investment income or gains to support your favorite charity, we would be delighted to show you the way.