Gabriel Capital is a fee-only registered investment advisor with an office on the west side of the Portland metro area. Highly customized portfolio management and financial planning services are provided. Your unique goals, needs and dreams are what drives the firm. All client accounts are held by one of two quality investment custodians: Charles Schwab Institutional or Interactive Brokers. These companies provide Gabriel Capital with a secure portal to manage client accounts.
Gabriel Capital does not sell insurance, annuities, prepare tax returns or provide legal advice. We are happy to consult with you on ways to make your meeting time with these other professionals more meaningful and streamlined.
Since we do not earn commissions or bonuses we are free to construct a process and manage a strategy to meet your needs without using pre-determined investments or cookie cutter mutual fund allocations. When you hire Dan Jacobson, you are hiring a trusted partner to manage and consult on your most important long-term investment assets, financial planning, and legacy goals.
Being an active listener. You can’t provide a solution unless you know the need.
Don’t be swayed by trendy thinking or hollow logic. Standing firm in 25+ years of experience and disciplined decision making.
The optimist doesn’t stop at roadblocks. The optimist sees a challenge as something to be solved. Optimists get things done.
You can’t take it with you, but your loved ones and causes you care about can. Let’s make sure your legacy goals are achieved through thoughtful wealth management and financial planning.
Reach out with questions or book a meeting
