The Gould Difference

The following attributes, we believe, set us apart from the crowd.

  • Our investment strategies are innovative, not for the sake of difference, but in ways that truly help our clients achieve their long-term goals.
  • We see our job as adapting to the needs of our client, rather than vice-versa.
  • We work with a highly diverse set of asset classes in constructing client portfolios, and continually evaluate new ones for inclusion in our strategies.
  • We employ sophisticated methods in seeking to improve after-tax return; foremost among these is tax optimization, which apportions assets between taxable and tax-deferred accounts according to relative tax efficiency.
  • We have substantial expertise in the use of options as a tool for increasing portfolio income and/or reducing portfolio risk.
  • We’re both willing and able to incorporate pre-existing holdings into client portfolios.
  • We provide extraordinary client service and support. Our entire team is highly accessible to every client.