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
Today’s news cycles, events, and markets are intertwined. The Gould Standard is a blog and newsletter offering our perspectives and advice into how they are connected and are affecting investment decisions. To read the latest Gould Standard, click here. You can also find us in the Claremont Courier, where we write a monthly investment column.
Did You Know? The Hidden Detail About Trump Accounts
The Trump Account: A Powerful Opportunity Hidden in the Details For parents and grandparents thinking generationally,…
Economic & Market Review: First Quarter 2026
by The Gould Asset Management Team Note: This post is an excerpt from Gould Asset Management’s Economic and Market…
From the President’s Desk: Thoughts on the First Quarter
War Jolts Markets After a modestly positive first two months of the year, markets were jolted by the joint US/Israel…
News & Events
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.