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Wealth Management firms Los Angeles

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Planning for Retirement? Guild Investment Management is Top Wealth Management Advisors in Beverly Hills Santa Monica, Malibu, Los Angeles, Marina Del Ray. – PowerPoint PPT presentation

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Title: Wealth Management firms Los Angeles


1
Wealth Management Firms Los Angeles
  • BY Guild Investment Management

2
Hybrid Strategy
  • Guild Investment Managements Hybrid Strategy has
    a unique approach to seeking capital appreciation
    and current income in global markets,
    opportunistically seeking appreciation and
    current income while managing risk and reward
    through portfolio exposure. In addition to
    transparency and immediate liquidity, the styles
    flexibility allows the manager to select from
    multiple asset classes and allows for active
    management of the risk exposure in the portfolio.

3
Income First
  • For global investors needing income first, and
    capital appreciation second, Guild manages
    individual accounts that are tailored to meet the
    individual investors needs, objectives, and risk
    tolerance.
  • The investors income requirements, tax
    situation, interest in and familiarity with
    different classes of bonds and other income
    instruments, preferred custodial arrangements,
    and the timing of their cash needs, are
    considered when developing their individual plan.

4
Custom
  • Guild is not committed to particular asset
    classes, asset allocations, or managing versus a
    benchmark. Guilds commitment is to extract
    positive real returns through asset allocation
    and active management of the portfolios exposure
    based on an analysis of the global macroeconomic
    environment. In all economic environments, Guild
    measures the perceived reward versus the
    perceived risk to determine the optimal
    investment strategy at that time focusing the
    portfolio on seeking income and appreciation or
    defensively preserving capital.
  • If you have a unique situation, please inquire
    with our office for additional assistance and to
    receive additional information.

5
Global Markets
  • For investors seeking capital appreciation in the
    global markets using a less aggressive approach,
    without the use of leverage or short selling,
    Guild Investment Management offers Global Growth
    investment management services.

6
Portfolio Management
VISIT Top Investment advisors here -
Guildinvestment.com
7
Guild Investment Management
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