Who We Are
The Mission of Nine Gems Investment Management is to simplify the complexities of wealth so that our clients can spend more time pursuing and enjoying the opportunities it enables.
About Us
Nine Gems Investment Management is a registered investment advisory firm located in San Jose, California. As a fee-only fiduciary, the firm is designed to help busy professionals build and manage their wealth so that they and their loved ones can live their best lives.
Our Beliefs on Wealth:
- We believe that financial advice is most effective when it is independent, unbiased, and developed with your best interests in mind.
- We believe that financial security is built and sustained from a progression of sensible decisions about savings and lifestyle.
- We believe that once financial security is acquired, it must be protected.
- We believe that your peace of mind is paramount.
Our Values
Independence
As a fee-only fiduciary, we pride ourselves on our ability to offer objective recommendations that are solely focused on your needs, not the needs of Wall Street.
Objectivity
We never forget that it is our clients’ money.
Integrity
We adhere to the moral and ethical principles of honesty and excellence. At Nine Gems, we honor our word, and we always do what we say.
Wisdom
To us, wisdom is the combination of our intelligence and experience. We embrace our wisdom because it serves as a beacon of reason behind every recommendation we offer you.
Innovation
As a forward-thinking, results-oriented firm, we continuously embrace the best technologies and solutions the marketplace has to offer to better serve our clients.
Empowerment
Our work with you is all designed around your ever-increasing autonomy and self-determination in your life. That is what fulfills us.