Gould offers customized individual portfolios structured to meet each client’s unique requirements with respect to return objectives, risk tolerance, time horizon, income needs, and tax sensitivity.

We manage money though separate accounts—stand-alone portfolios that require a minimum investment of $500,000.

To begin the relationship, Gould meets with clients to understand their current financial situation, investment goals, and aspirations for financial security. We confer and coordinate with the client’s advisors, including accountants, attorneys, and estate planners, as needed.

Assets are held in an account opened in the client’s name with a custodian institution, such as a national brokerage firm or a major bank. Typically clients fund this account with cash or assets transferred from another investment firm. Gould oversees the transfer process for a smooth and seamless transition.

Clients receive trade confirmations directly from the custodian, as well as monthly statements summarizing individual transactions, holdings, and account activity. Gould clients may also view their account information online.

In addition to the custodian’s reporting, Gould provides clients with quarterly statements that set forth holdings, transaction history, asset allocation, performance, and a fee statement—in short, everything that has transpired over the business quarter.

At year end, the custodian issues all necessary tax forms. In addition,
Gould can provide supplemental information to assist in tax preparation, for example, reports on realized and unrealized gains.

The process is totally transparent and viewable at every stage. We strongly encourage a free flow of communication at Gould Asset Management.

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