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 Goulds experienced investment professionals can design a sound portfolio strategy to fit your unique needs, call us anytime at 909.445.1291.
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341 West First Street, Suite 200 Claremont, California 91711 T: 909.445.1291 F: 909.445.1299