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Gould’s Diversified
Equity strategies consist of a broad range of investment options that are designed to
meet each client’s requirements with respect to growth, income, safety, and other considerations.
Our equity portfolios are constructed through a disciplined and consistent process that applies
advanced investment technology in seeking to enhance returns and consistently meet client expectations
for portfolio performance. Our leading-edge equity optimization technology is among the most advanced in
the industry and enables us to seek enhanced return with lower risk, relative to our benchmark.
Gould has developed two distinct categories of equity strategies, each offering unique potential benefits
and risk-return characteristics. The Core Equity portfolios are composed of individual securities and
are designed with a specific investment objective in mind, such as long-term capital appreciation or growth
and income. The Equity + Options strategies go a step further, combining the benefits of a stock portfolio
with an options writing program. By overlaying options, we can alter the overall risk characteristics of the
portfolio to better match the investment objectives and risk tolerances of particular clients.
For more information, please select a strategy from the categories below.
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