In The News
A Letter From Bruce Hotaling and Gerald B. Goldberg
After careful consideration, Hotaling Investment Management (“HIM”) has decided to merge with GYL Financial Synergies, LLC (“GYL”), a leading investment management and wealth advisory firm headquartered in West Hartford, CT. We launched HIM in 2009 to deliver customized investment management and financial planning for families and foundations in Philadelphia and the surrounding areas, and this merger with GYL will allow us to continue to grow as a firm.
Our firms’ cultures are closely aligned. We are thrilled that GYL shares our client-focused approach to delivering high-quality and timely financial guidance, as well as our commitment to giving back to our respective communities. GYL’s senior principals have provided comprehensive financial planning and investment management advice since 1996, and in 2016 GYL joined Focus Financial Partners, LLC (“Focus”) as an independently managed firm. With more than $4.7 billion assets under management and more than $3.5 billion assets under advisement, GYL has a strong national reach, servicing clients in 38 states with locations in West Hartford, CT, Westport, CT, Parsippany, NJ New York City—and, now, Wayne, PA. We believe that this merger is a great fit that benefits both firms and will help us better serve you in the years to come.
Although we will be operating under a new name moving forward, we will remain in the same office location in Wayne, and your accounts and current fee structure will not change as a result of this partnership. To learn more about GYL Financial Synergies, we encourage you to watch the short video below or explore more of our website.
Gerald B. Goldberg, JD, CIMA®
CEO & Co-Founder
Bruce Hotaling, CFA®
Managing Director & Co-Founder