Gilman Hill Asset Management, LLC
Gilman Hill Asset Management, LLC is a boutique, fee-based registered investment advisory firm headquartered in New Canaan, CT. Founded in 2007 by Jenny Van Leeuwen Harrington, who serves as CEO, the firm offers investment management and financial planning services for individuals, high net worth individuals, pension plans, charitable organizations, businesses, and other institutions. The firm is focused on providing customized portfolios and serves clients across several states. With around 9 employees, Gilman Hill is known for its personalized approach and fiduciary standards.
Investment Strategy
Gilman Hill Asset Management specializes in constructing portfolios that generate high dividend income, pursue capital appreciation, and emphasize risk minimization. The firm focuses on dividend growth strategies and carefully selects investments based on detailed research and client objectives. Each portfolio is tailored to meet specific income needs and long-term growth targets, often integrating financial planning services such as estate, tax, and retirement planning to support comprehensive wealth management.
Top Holdings
Equity Positions (230)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VZ | VERIZON COMMUNICATIONS INC | 1.86% | $11.9M | 270,880 | $41.69 | $43.95 | -$204.4K |
O O | REALTY INCOME CORP | 1.82% | $11.6M | 191,456 | $58.12 | $60.79 | +$616.7K |
S SBRA | SABRA HEALTH CARE REIT INC | 1.77% | $11.3M | 605,233 | $16.80 | $18.64 | -$32.7K |
S SWK | STANLEY BLACK & DECKER INC | 1.75% | $11.2M | 150,129 | $84.22 | $74.33 | +$1.4M |
H HTGC | HERCULES CAPITAL INC | 1.73% | $11.0M | 584,051 | $13.56 | $18.91 | +$617.9K |