Personal, sophisticated, and careful wealth management – this is the essence of Gould Asset Management. Based in Claremont, California, our firm oversees more than $500 million in assets on behalf of individuals, families, endowments and foundations.
Gould manages individual customized portfolios of financial assets – stocks, bonds, mutual funds, exchange-traded funds, and options. Our clients are individuals and organizations with portfolios that range in size from approximately $500,000 to in excess of $20 million.
We provide an independent alternative to the large national firms, with a business model that always puts our clients’ interests first.
We help our clients manage their financial lives. To begin a conversation about how Gould’s experienced investment professionals can design a sound portfolio strategy to fit your unique needs, call us anytime at 909.445.1291.