Our commitment of only 30 client households per advisor means we have the time needed to actively monitor your portfolio, research investment ideas, make portfolio changes that are timely, and respond quickly to requests. We never take custody of your assets, they are always held in your name.
We use a strong, nationally recognized third-party custodian, which eliminates some serious conflicts of interest and gives you yet another level of clarity.As a private company, we are not obligated to propose recommendations aligned with the goals of corporate management or shareholders. We work exclusively for you and must always protect your best interests.
We use a strong, nationally recognized third-party custodian, which eliminates some serious conflicts of interest and gives you yet another level of clarity.As a private company, we are not obligated to propose recommendations aligned with the goals of corporate management or shareholders. We work exclusively for you and must always protect your best interests.
Services
You need only read the headlines to find countless examples of unethical sales practices, brokerage firms that have betrayed the public trust, and conflicts of interest that have led investors to question whose interests are really being served. We are professional money managers, and investment management is all we do.
While most investors take great care to monitor their investment returns, few also look at the risk taken to get those returns. At Guardian Wealth Management we take great care to evaluate both sides of the risk/return equation. There is a trade-off, and many times adding more risk to a portfolio doesn't result in an equal increase in return.
We understand that investors have different needs and expectations of their investment advisor. The first step in our process is to determine if we are right for you. We take our time to get to know you and to make sure you get to know us.
We know that we may not be right for every investor, and if based on your criteria for selecting a manager, we are not a good fit, we will let you know, and may be able to provide a referral to someone who may be more compatible to your needs.Feeling comfortable with the firm that you entrust to manage your money is the first step in developing a trusted and lasting relationship.
We know that we may not be right for every investor, and if based on your criteria for selecting a manager, we are not a good fit, we will let you know, and may be able to provide a referral to someone who may be more compatible to your needs.Feeling comfortable with the firm that you entrust to manage your money is the first step in developing a trusted and lasting relationship.
Creating a prudent investment strategy and selecting appropriate investments doesn't happen by accident. It takes well-grounded investment principles, in-depth research, and attention to detail. Many investors simply do not have the time or the inclination to take on such time consuming tasks.
Through substantial investments in both in-house and third-party research, we have access to best of breed investment opportunities across all traditional and alternative assets classes.Some of which are not available to retail investors. This world-class research allows us to follow the best and brightest minds in the investment community.
Through substantial investments in both in-house and third-party research, we have access to best of breed investment opportunities across all traditional and alternative assets classes.Some of which are not available to retail investors. This world-class research allows us to follow the best and brightest minds in the investment community.
For the past several weeks, attention has focused on the debt crisis plaguing Greece and the contentious negotiations with its creditors. The situation in Europe is probably affecting your portfolio to some degree right now. But how can the problems of a country so small and so far away create such turmoil in the world's.
