Top Wealth Management Firms - PowerPoint PPT Presentation

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Top Wealth Management Firms

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Guild Investment Management is your Active portfolio monitoring advisor for you business if you are selling or wealth management planning for retirement. – PowerPoint PPT presentation

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Title: Top Wealth Management Firms


1
Welcome to Guild Investment Management
2
About Us
  • Guild Investment Management is a registered
    investment advisor located in Los Angeles.  The
    company was founded in 1971 by Montague Guild. 
    Mr. Guild is the Chief Investment Officer and
    portfolio manager.  Anthony Danaher joined the
    company in 1990  Mr. Danaher is co-portfolio
    manager.  Rudi von Abele joined the company in
    2013, and acts as the senior research analyst. 
    In addition to the in-house editors and research
    team, Top Wealth Management Firms employs
    seasoned research analysts and portfolio managers
    across the world who specialize in researching
    and investing in specific industries, sectors,
    countries, and companies.

3
Investment Process-
  • Global Macro flexible allocation to various
    global markets based on a top-down analysis of
    global social, political, economic,
    technological, and demographic trends, and
    bottom-up research on companies, sectors, and
    industries.

4
Idea Generation Identify opportunity
through Macroeconomic analysis Industry
contacts Research reports Search for
catalysts Investment Selection Target specific
region, country, industry, sector, or
company Identify exposure vehicle including
equities, bonds, and currencies Conduct
fundamental research Analysis via contacting
company spokespeople, research analysts, suppliers
, competitors Reviewing financial statements and
regulatory filings
5
Contact Us-
Address- 12400 Wilshire Blvd. Suite 1080 Los
Angeles, CA 90025  guild_at_guildinvestment.com Call
on- 1 310 826 8600  Time- Mon-Fri 630AM-430PM
PST
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