Gould Asset Management

Investment ManagementCalifornia, United States11-50 Employees

Gould Asset Management is a registered investment adviser based in Claremont, California. We manage individual customized portfolios of financial assets – stocks, bonds, mutual funds, exchange-traded funds, and options. We seek to distinguish our firm through a culture of superior personal service and exist to serve our clients, making every effort to do so with a genuine personal touch. Whether it’s orchestrating an IRA rollover from a former employer, working with a client’s CPA at tax time, or navigating an intricate estate planning matter, Gould is there to help clients manage their financial lives.  Our clients are individuals and organizations with portfolios that range in size from approximately $750,000 to in excess of $20 million.

To schedule a meeting, call (909) 445-1291, email contact@gouldasset.com, or request a meeting at gouldasset.com.

𝘎𝘰𝘶𝘭𝘥 𝘈𝘴𝘴𝘦𝘵 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘓𝘓𝘊 𝘪𝘴 𝘢𝘯 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘴𝘦𝘳, 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘸𝘪𝘵𝘩 𝘵𝘩𝘦 𝘜𝘚 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘢𝘯𝘥 𝘌𝘹𝘤𝘩𝘢𝘯𝘨𝘦 𝘊𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯 (𝘚𝘌𝘊). 𝘞𝘦 𝘰𝘧𝘧𝘦𝘳 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘺 𝘴𝘦𝘳𝘷𝘪𝘤𝘦𝘴. 𝘞𝘦 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘢 𝘣𝘳𝘰𝘬𝘦𝘳𝘢𝘨𝘦 𝘧𝘪𝘳𝘮, 𝘢𝘯𝘥 𝘰𝘶𝘳 𝘧𝘦𝘦𝘴 𝘢𝘯𝘥 𝘴𝘦𝘳𝘷𝘪𝘤𝘦𝘴 𝘢𝘳𝘦 𝘥𝘪𝘧𝘧𝘦𝘳𝘦𝘯𝘵 𝘧𝘳𝘰𝘮 𝘢 𝘣𝘳𝘰𝘬𝘦𝘳𝘢𝘨𝘦 𝘧𝘪𝘳𝘮𝘴.

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