Gould Asset Management Email Format
Investment ManagementCalifornia, United States11-50 Employees
Gould Asset Management is a registered investment adviser based in Claremont, California. The firm builds customized portfolios that include stocks, bonds, mutual funds, exchange-traded funds, and options. It emphasizes a high level of personal service and a genuine personal touch, assisting clients with a range of financial matters from IRA rollovers to coordinating with CPAs at tax time and navigating complex estate planning. Its client base includes individuals and organizations with portfolios spanning roughly $750,000 to more than $20 million. Operating in the investment management industry as a U.S. Securities and Exchange Commission-registered adviser, the firm differentiates itself from traditional broker-dealers in terms of the services and approach it provides.