How does the advisor help clients – Key Takeaways:
GUIRY CAPITAL MANAGEMENT, LLC (GUIRY) is a trusted financial advisory firm that helps clients achieve their financial goals by providing expert advice and personalized investment strategies. With a team of experienced professionals, GUIRY offers a wide range of financial services to individual and institutional clients.
In this article, we will explore some key insights and facts about GUIRY, including their assets under management, number of advisors, time in business, financial services offered, client types, fees and compensation, background, and important financial advisor disclosures to know.
Facts and Insights:
GUIRY CAPITAL MANAGEMENT, LLC has been in business for over 15 years, providing sound financial advice and investment management services to clients. The firm is dedicated to helping their clients achieve their financial goals through a proactive and customized approach.
In 2020, GUIRY was ranked as one of the top financial advisory firms in the United States by Barron’s magazine. This recognition is a testament to the firm’s commitment to delivering exceptional service and results for their clients.
The team at GUIRY consists of highly qualified advisors with a diverse range of expertise and backgrounds. They work closely with clients to develop personalized investment strategies that align with their financial goals and risk tolerance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $1.5 billion |
| Number of Advisors | 8 |
| Time in Business | 15+ years |
Financial Services Offered:
GUIRY provides a comprehensive range of financial services to help clients manage their wealth and achieve their financial goals. These services include investment management, financial planning, retirement planning, estate planning, tax planning, and risk management. The firm also offers customized solutions for institutional clients, such as pension funds, endowments, and foundations.
Client Types:
GUIRY serves a diverse range of clients, including high-net-worth individuals, families, and institutions. The firm’s advisors have the expertise and experience to cater to the unique needs and goals of each client, ensuring a personalized and tailored approach to financial planning and investment management.
Fees & Compensation:
GUIRY follows a transparent and fair fee structure, charging clients a percentage of their assets under management. This aligns the firm’s interests with those of their clients and ensures that the advisors are focused on helping clients grow their wealth rather than generating commissions.
Background:
GUIRY CAPITAL MANAGEMENT, LLC was founded in 2005 by John Guiry, a seasoned financial advisor with over 25 years of experience in the industry. John started the firm with the goal of providing clients with top-notch financial advice and investment management services, free from conflicts of interest and hidden fees.
Today, GUIRY continues to uphold John’s vision and has grown to become one of the most respected and trusted firms in the financial advisory industry.
Financial Advisor Disclosures to Know:
As a registered investment advisor, GUIRY is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests at all times. The firm has a clean record with no disclosures or disciplinary actions reported on their SEC Form ADV. This demonstrates their commitment to maintaining the highest ethical standards and always putting clients first.
In conclusion, GUIRY CAPITAL MANAGEMENT, LLC is a reliable and reputable financial advisory firm that offers a range of services to help clients achieve their financial goals. With their experienced team, transparent fee structure, and commitment to ethical practices, clients can trust that their best interests are always the top priority.