Alignment of Interest with Clients

Fiduciary Duty - As a registered investment adviser regulated by the US Securities and Exchange Commission (SEC)1, 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.

Independence - As an independent firm, we are free to select only those investments that best serve our clients. We are never beholden to investing in the mutual funds of any sponsor, or purchasing securities from the inventory of a related party. We work hard to ensure that our clients receive competitive transaction fees and high quality client service from the third-party custodians holding their assets.

Asset-Based Compensation - Our fees are calculated as a percentage of the market value of assets. We receive no transaction fees or commissions. This means that our compensation moves exactly in line with the value of client portfolios. It aligns our goal—portfolio growth, consistent with risk tolerance—with that of our clients.

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1 Note: registration does not imply a certain level of skill or training.