How does the advisor help clients – Key Takeaways:
GUILD INVESTMENT MANAGEMENT, INC. is a leading financial management firm that offers expert guidance and services to clients from all backgrounds and industries. With a commitment to excellence and a dedication to financial success, GUILD INVESTMENT MANAGEMENT, INC. is a trusted partner and advisor for all types of financial needs.
Facts and Insights
GUILD INVESTMENT MANAGEMENT, INC. has been in business for over 25 years, and during that time, they have amassed an impressive amount of assets under management totaling over $5 billion. Their team is made up of experienced and knowledgeable advisors, focused on providing personalized solutions and strategies for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion+ | Unknown | Over 25 years |
Financial Services Offered
GUILD INVESTMENT MANAGEMENT, INC. offers a comprehensive range of financial services to help clients achieve their goals and secure their financial future. Their services include:
- Investment management
- Financial planning
- Tax planning
- Retirement planning
- Estate planning
- Education planning
- And more
Client Types
GUILD INVESTMENT MANAGEMENT, INC. serves a diverse range of clients including individuals, families, businesses, and institutions. Their team of advisors has the expertise and knowledge to tailor their services to meet the unique needs of each client, regardless of their financial situation or goals.
Fees & Compensation
GUILD INVESTMENT MANAGEMENT, INC. believes in transparency and fairness when it comes to fees and compensation. They offer fee-based services, meaning they are compensated based on a percentage of the assets under management. This aligns their interests with their clients’ and ensures they are working towards the same goals.
Background
GUILD INVESTMENT MANAGEMENT, INC. was founded in 1994 by a team of experienced financial advisors who shared a common goal of providing top-notch financial services to their clients. Today, the firm is considered a leader in the industry, known for their expertise, integrity, and commitment to client satisfaction.
Financial Advisor Disclosures to Know
As a registered investment advisor, GUILD INVESTMENT MANAGEMENT, INC. has a fiduciary duty to act in their clients’ best interests at all times. They also have a legal obligation to disclose any potential conflicts of interest and are committed to transparency in all aspects of their business.