Hi and welcome to Gaia Capital Management, Inc. Whether you are an individual, family, business, or non-profit institution, we turn our knowledge into specific plans for you to grow wealth. Look to us for personalized financial investments in taxable accounts, IRAs and Roth IRAs and small employer SEP-IRA and SIMPLE IRA retirement plans. We also provide 3(38) fiduciary investment services to employer sponsored 401(k) and 403(b) retirement plans.
Our service to you rests on four pillars:
Our goal is to harmonize your financial life by implementing customized solutions to your challenges. We take time to get to know you and create portfolios that fit your life priorities, now and when life changes occur. Your trust in us and the work we do supports an open and transparent relationship through which we personalize our services. We work to understand what is important to you: your goals and dreams, time frames, risk attitudes and budgetary needs. Our advisory role includes providing financial education gleaned from our wide experience, as well as constant monitoring and strategic evaluation of economic, political, and global changes and how they might impact your portfolio.
We direct our advisory services to wealth gathering and management for all stages of life through retirement. Regardless of your station in life, we will serve you faithfully and competently.
To learn more about us, drop us an email to info at gaiacapital.com or phone us at 800-395-6636. Click on the links to view our ethics statement, "Our Pledge To You", and our regulatory submissions, Client Relationship Summary (CRS) and Firm Brochure (ADV Part 2A).
I am Jim Pursley, President and Chief Investment Officer. My education includes a Bachelorís Degree in International Relations from San Francisco State University, a Masterís Degree from the University of California, Berkeley and advanced study at the University of Massachusetts, Amherst. In 1986, I founded the business that grew into Gaia. I currently serve as an Investment Adviser Representative for Gaia.
Vivian Lopez is Operations Manager and Chief Compliance Officer. Her education includes a Bachelor of Science degree in Management Information Systems from Oregon Institute of Technology. She has been with Gaia for 25 years. Vivian is an Investment Adviser Representative for Gaia.
We are ready to serve you.
We are registered with the Securities and Exchange Commission (SEC) and serve clients nationwide. Registration as an investment adviser does not imply a certain level of skill or training. All material presented is for information only and not meant to be a solicitation to purchase or sell any security or service that Gaia Capital Management, Inc. may offer. All investments may involve loss, which is a risk that individuals must be prepared to bear.
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