Since 2009, Hotaling Investment Management (HIM) has delivered customized investment management and financial planning for families, institutions, and foundations in Philadelphia and the surrounding areas. Today, we are pleased to announce that our team continues to add exceptional new colleagues, as the advisors at Hotaling Investment Management (HIM) will be joining the GYL family in the coming months. Our two firms share a passion for educating and empowering our clients to meet their unique wealth management needs by providing sound and well-crafted financial guidance and a high-level client experience. We believe this merger is a great fit that will help us better serve our clients.

By joining forces, GYL adds additional expertise in wealth management, financial planning, and portfolio management to our already seasoned team of financial professionals. HIM also has a history of providing advisory services to client populations with unique needs, including the professional cycling community and women business leaders that will further enhance our ability to address our clients’ needs. The merger will also allow our team to serve a larger number of clients in Philadelphia and the surrounding suburbs. With the addition of the Hotaling Investment Management team, the firm’s institutional and private client services in West Hartford, Westport, Parsippany, New York City, and Wayne, PA will move forward together as GYL Financial Synergies. For HIM clients, your relationship with your advisor will not change—you can expect the same commitment to service and personal attention from GYL as you have always received from the team at HIM.

Please join us in welcoming the HIM team to the GYL family!

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