The Highest Standards
As a registered investment adviser regulated by the US Securities and Exchange Commission (SEC)*, Gould is a fiduciary, which represents the industry’s highest standard in the management of client assets. Simply put, it means that our clients’ interests always come first.
Alignment of Interest with Clients
Gould is a discretionary asset manager; this means that our clients authorize us to make ongoing investment decisions on their behalf, consistent with the objectives of their selected investment strategies.
As an independent firm, we are free to select only those investments that best serve our clients. Getting started as a Gould client is easy and straight-forward.
Financial Goals
We help our clients manage their unique financial situations as they traverse a variety of important life events. Our clients are individuals and organizations with portfolios that range in size from approximately $1 million to in excess of $20 million. Gould’s experienced investment professionals can design a sound portfolio strategy to fit your needs and achieve your financial goals.
Getting started is simple: We’ll meet with you in person, by phone, or by video-conference, according to your preference, to learn in detail about your current financial situation and clarify your goals and aspirations for financial security.
The Gould Difference
Gould is different in ways that count.
This includes our innovative strategies, the tools and methods we use to implement those strategies, and the way we customize our services to meet the needs of each client. From our proprietary PIMS™ software, to our extensive expertise in portfolio management, we seek to distinguish our firm through a culture of superior service.
Our clients quickly come to appreciate the courtesy, responsiveness and attention they receive from Gould staff. Find out more about The Gould Difference, and how we can help you reach your financial goals.
The Gould Standard
From the President’s Desk: Thoughts on the Fourth Quarter
We usually kick off this year-end report with a “Happy New Year” greeting. And while we do indeed wish all our clients...
Economic & Market Review: Fourth Quarter 2024
by The Gould Asset Management Team Note: This post is an excerpt from Gould Asset Management’s Economic and Market...
MONEY and INVE$TING: Reflections on 25 years part II: the Wall Street empire strikes back
by Don Gould This is the second in a three-part series of reflections on changes in the investment industry in the 25...
News & Events
Gould Team Anniversaries, and John Heitkemper Joins the Team
Please join me in congratulating Partner and Senior Portfolio Manager Scott Smith on reaching the 20-year mark at Gould Asset Management! Joining Scott in tenure milestones are Senior Portfolio Manager Derek Baldwin (10 years), Client Service Associate Jennella...
Talk to Gould
We offer a wide range of innovative investment strategies, designed to meet your diverse financial needs. Learn how our friendly, relationship-driven process provides the confidence you need to move ahead.