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Our philosophy is fundamental to our practice...
- We believe that diversification of strategy
is as vital as diversification of assets.
- Today’s dynamic markets demand
an active approach to asset allocation.
- We manage assets in the context of a
client’s entire holdings, including assets held elsewhere.
- The tax implications of every action
is an important consideration in our portfolio decision making.
- Clear communication of appropriate expectations
forms the foundation of successful, long-term client relationships.
- Our compensation is based upon assets
under management. This aligns our interest with that of our client
in terms of both risk and return.
- Gould investment strategies are based
in sound theory and practice. They are designed to provide enduring
value over a wide range of economic and market environments. As
a result, our strategies form long-term core positions for our
clients.
- We are independent thinkers, and our
business is structured independently as well. We opt for the most
cost-effective way of getting the job done. We choose investments
and business partners on the basis of advocacy for our client,
with no conflict of interest.
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