Planning for Retirement in California - PowerPoint PPT Presentation

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Planning for Retirement in California

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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: Planning for Retirement in California


1
Guild Investment Management
2
About Us
  • Guild Investment Management is a registered
    Planning for Retirement in California 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, Guild
    Investment Management 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-
  • 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
Idea Generation 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.
5
Contact Details
Address-12400 Wilshire Blvd. Suite 1080 Los
Angeles, CA 90025   Mail-guild_at_guildinvestment.co
m  Call-1 310 826 8600  Mon-Fri 630AM-430PM
PST
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