Volumetric has had many articles written about us over the years. Please see some of our past articles and press releases:

 

Press Releases Release Date

"2017 Annual Shareholder Meeting Held"

June 8, 2017

"2016 Annual Shareholder Meeting Held"

June 2, 2016

"Appointment of Management"

April 11, 2016

"2015 Annual Shareholder Meeting Held"

June 24, 2015

"Volumetric Fund Grows - The Next Generation"

June 23, 2015

 

 

 

 

 

 

 

 

 

 

 

Newspaper Articles Publication Publication Date
"Investing in Rockland Meet Volumetric Fund" Rockland County Times September 21, 2017
"Executive VP of Volumetric Fund" The Journal News July 9, 2015
"Daily Mutual Fund Listing" The Journal News Daily
"Market Experts Look for Economic Stability" The Journal News August 17, 2007
"Volumetric Comes Up Big" The Journal News July 10, 2005
"Year End Distribution" The Journal News January 3, 1998
"Fund Index Veers Toward 50-Day Average" Investor's Business Daily August 15, 1997
"How to Save and Invest for Child's Education" Staten Island Parent June 1997
"Management Promotions" The Journal News March 21, 1997
"Taking Bite Out of Bear Market" The Journal News March 4, 1997
"Double Digit Gains" The Journal News January 4, 1997
"Kiplinger's Mutual Fund 1997" Kiplinger's Annual 1997 Issue
"Pedal To the Mettle" The Record July 25, 1996
"Proprietary System" Stocks & Commodities November 1996
"Mutual Funds A Long-Term Strategy" The Journal News October 21, 1996
"Annual Distribution Declared" The Journal News January 3, 1996
"Local Mutual Survives Tough Year" The Journal News December 26, 1994
"Volumetric Beats Stock Index, Customers In The Black" The Journal News September 26, 1993
"Up/Down Volume In Picks" Investor's Business Daily March 15, 1993
 "Strong Quarter for Volumetric" The Journal News April 21, 1992
 "Appointment of Jean Mian" The Journal News June 12, 1991
"Volumetric Sees Good Summer" The Journal News May 17, 1991
"How to Jump into Mutual Funds" The Journal News February 18, 1991
"Stocks are Looking Up" The Journal News February 1, 1991
"Volumetric Fund Hits The Big Time" The Journal News September 14, 1990
"Volumetric Tracks Down the Bulls" Rockland Business Journal August 14, 1989
"Rockland Mutual Fund At Age 10" The Journal News October 29, 1988
"Mutual Respect" The Journal News October 12, 1986

 

New Volumetric Account Application

 US Patriot Act - To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. Therefore, when opening an account you must provide your name, address, date of birth, and other information that will allow us to identify you. All information must be completed and will be verified as required by the USA Patriot Act.

 

Retirement Account Applications and Forms (Equity Trust's website)

Equity Trust is Volumetric Fund's retirement account trustee. When opening or making changes to your retirement account you will need to include the appropriate form, to which links are provided below. Please contact Volumetric Fund at 800-541-FUND for further details or question.

New Retirement Applications

Other Equity Institutional Forms (Retirement Accounts)


Other Volumetric Forms

 

Gabriel J. Gibs Chair, Portfolio Co-Manager, Liaison to Nominating & Governance Committee 
Josef Haupl  Member of the Nominating & Governance Committee 
Alexandre M. Olbrecht, Dr. Member of the Audit Committee
Cornelius O'Sullivan Board Member
Stephen J. Samitt  Chairman of the Audit Committee and Member  of the Nominating & Governance Committee 
Allan A. Samuels Chairman of the Nominating & Governance Committee 
David  L. Seidenberg  Member of the Audit Committee 
Raymond W. Sheridan Member of the Nominating & Governance Committee 
Irene J. Zawitkowski CEO, Senior Portfolio Manager  

 

 

 

 

3rd Quarter Report

3rd Quarter Report

        Read about the portfolio and view the portfolio holdings. View or download it now.

What We Do

 

What We Offer

  • Investments Focus: A diversified portfolio of primarily large and mid-cap stocks of well-established US companies
  • Investment Objective: Capital growth with downside protection
  • Investment Allocation: US Stocks (75% to 95%, typically) and US Money Market (25% to 5%, typically). Our investment allocation is based on technical indicators and market conditions
  • Low Account Minimum: $500
  • No-Load Fund - No sales or redemption fees
  • Quick and easy to open an account
  • No fee IRAs
  • Investing since: 1979; Public since 1987
  • Personal & Friendly Service
 
  • Individual and Joint Accounts
  • IRA - Retirement Accounts
  • Automatic Investment Plans
  • Custodian Accounts (UTMA/Gift to Minors Accounts)
  • Transfer of Death (TOD) Accounts
  • Trust Accounts
  • Business Retirement Plans

 

Watch Our TV Commercial

 


Saving Enough?

Retirement Brochure

Retirement Brochure

 

Are You Saving Enough?

The later you start, the harder it is to reach your goals. Rates of return on your investment, also make an important difference. See the examples in our Savings Brochure (click here) and see how investing now is to your advantage. Don't put it off any longer!

Retirement Accounts

for Individuals and Small Businesses

Retirement accounts can offer a great tax benefit! We offer several different types of individual and business retirement accounts. Click here or the picture of the above brochure to above to learn more how you can benefit.  You may want to consult your tax adviser which plan is best for your tax situation.

 

Transfer In / 401K Rollover

Do you have assets you would like to transfer in or rollover to Volumetric Fund from a 401k Plan, past employee retirement account, IRA, annuities, etc? We can help! Call us today at 800-541-FUND, email us at This email address is being protected from spambots. You need JavaScript enabled to view it. or view the brochure

 


Rockland County Times

Article Sep 2017

"Meet Volumetric Fund"

RCT Article Sep 2017  

Who We Are

A Mutual Fund with a Difference

 

Pearl River, New York 10965

 

  Phone: 800-541-FUND / 845-623-7637

 Email: This email address is being protected from spambots. You need JavaScript enabled to view it.


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Gabriel Gibs

Chair, Portfolio Co-Manager and Founder

Gabriel Gibs

Gabriel Gibs was born in Budapest, Hungary in 1936. He came to the United States in 1957 as a college student. Initially, he attended the University of California at Berkeley as a chemical engineering major, before he moved to New York. He received a B.S. degree in Chemistry in 1963, at what is now the City University of New York (CUNY). He has also received a M.B.A. degree in Finance from Pace University in 1974. The principles of his MBA thesis, titled "Forecasting Stock Trends By Volume Analysis", has been the foundation of  the Volumetric Fund's trading system. 

After graduation Mr. Gibs' first job was a chemist in the Lederle Division of American Cyanamid Co., since acquired by Pfizer, in Pearl River, New York. Then, from 1968 to 1975, he worked for St Regis Paper Company, now part of International Paper, as a chemist. During these years he became very interested in the stock market as a hobby.  

Between 1975 and 1986 he was employed in various capacities by Lonza, Inc., a chemical company in Fair Lawn, New Jersey. He started Volumetric Fund in 1978, as 17 co-workers, friends, and relatives invested their money in the new investment club. In 1986, as Volumetric kept growing, Mr. Gibs left Lonza to manage the fund full time. In September of 1987, Volumetric Fund went public. 

Mr. Gibs has served as a Portfolio Manager and Chairman since inception.  He served as CEO from 1978 to April 2016.

Mr. Gibs has been a guest on various television and radio shows and was interviewed numerous times for newspaper articles. He is also the President of Volumetric Advisers, Inc, the Fund's investment adviser. Mr. Gibs is married and has two children and four grandchildren.  

"Volumetric Fund can fit many goals and objectives. With our personal service and years of trusted experience, we hope to welcome you to Volumetric Fund".

   

Irene J. Zawitkowski

CEO, Senior Portfolio Manager

Irene Zawitkowski

Irene Zawitkowski was born in 1953 in New Jersey. She has a B.S. degree in Accounting and received an MBA degree in Finance from Fairleigh Dickinson University in 1978. 

Ms. Zawitkowski was working at Lonza, Inc. as an accounting supervisor in the mid 1970s. She assisted Mr. Gibs in setting up Volumetric in 1978. She has been an officer of the Fund since inception. She served as President and Portfolio Co-Manager from September, 2003, to April 2016.  In 2016,  Ms. Zawitkowski was appointed CEO and Senior Portfolio Manager of the Fund. She is also Executive Vice President of Volumetric Advisers, Inc. Ms. Zawitkowski is married and has two children.  

   

 

Jeffrey Gibs

President, Portfolio Co-Manager and Chief Compliance Officer

 Jeffrey Gibs

 

Jeffrey Gibs was born in 1966 and raised in New York.  He attended Monmouth University, where in 1988 he earned a B.S. degree in Business with concentration in Computer Systems.

Mr. Gibs has over 26 years of experience in the financial investment industry. He began his career at Chase Manhattan Bank (now J.P. Morgan Chase) in the global custody area for the U.S. Private Banking Division.  Mr. Gibs had worked several years for two separate investment advisers, managing their back and middle office operations and as compliance officer. Most recently, he was Vice President and manager of a hedge fund administration group at US Bank. In addition to these companies, Mr. Gibs has served as a consultant to Volumetric Fund since 1988 and was employed full time as Vice President from 1997 to 2001. He has served as Volumetric Fund’s Chief Compliance Officer (CCO) and Vice President since 2007.

In 2015, he became a full time employee again. From  2015 to 2016 he served as Executive Vice President and in 2016, he was appointed as President and Portfolio Co-Manager to Volumetric Fund. He performs a vast area of responsibilities in the areas of operations, accounting, shareholder relations, compliance and marketing.

Jeffrey is the son of Gabriel Gibs, Founder and Chairman, of Volumetric Fund. He is married with two children.