Investing with Care and Intelligence

Since 1956, Gamble Jones has been offering clients steady and reliable investment advice to help them achieve financial security and live the life they have always wanted. A typical client for Gamble Jones is a family that is around 10 to 15 years from retirement, looking to secure its future in the best possible manner.  “They are busy and do not have the time to manage their personal finances and they need help identifying if and when they can retire,” shares Alison.

With a legacy in wealth and asset management, at Gamble Jones the investment advice is founded on three pillars of success: Research, Discipline, and Focus. Through detailed, holistic, and disciplined research, not only does this firm find the most attractive investment opportunities for their clients, but it is also able to meet the unique goals of each individual client.

Moreover, the Gamble Jones’ team approach and regular review of all portfolios ensures that its clients’ assets are always covered from all angles. “One person cannot know everything, so our clients have access to everyone at Gamble Jones. This team approach has made it easier to provide tailored advice for each of our unique clients while allowing their portfolios to get the firm’s best ideas,” says Alison. Due to its careful client-centric approach to asset management, today Gamble Jones manages upwards of $1.5 bn in assets for its unique clients all across the country.

The People’s President

For Alison, joining her father’s firm and continuing his legacy was a dream for as long as she can remember. She joined Gamble Jones Investment Counsel in 1993 and quickly rose through the ranks to become a principal in 1998. In 2011, Alison was named President of the firm where she continues her close relationships with her clients, managing their portfolios while driving the organization forward.

“I am the second generation of the family who has led Gamble Jones and I am tasked with the leadership and future of our firm. I followed my dad into this business and continue to learn from his experience. I also recognized that the industry, over the last 10 years, has gone through immense changes and that we as a firm needed to adapt and change as well.”

As President of a modern twenty-first century RIA, Alison has seen how the finance industry has dramatically changed ever since Gamble Jones first started. “Our business has changed from the old broker approach of managing accounts in silos to a team approach where we all service the clients’ needs,” shares Alison.

Evolving and innovating to stay ahead, Alison believes that the unbeatable resilience of her firm comes from the hard work and dedication of her employees. She says, “we have an amazing team that cares for each other and for our clients.” Even within the organization, Alison encourages a community approach in order to constantly succeed. The company tagline, “Family First” is quite apparent in the corporate culture as well, with regular team building activities and group brainstorming sessions. “I believe that making sure there is a healthy work/life balance will create happy, hardworking team members who will successfully serve our clients.”

In her free time, Alison enjoys traveling with her husband and children in their motorhome, exploring the mountains or relaxing by the beach. She also enjoys the occasional game of tennis and a good book to read.