Guardian Investment Management

Investment ManagementCalifornia, United States2-10 Employees

Since 1976, Guardian Investment Management has been offering value-oriented investment management & advice to individuals and institutions.  As a Fiduciary, we offer independent and unbiased investment management free from quid-pro-quo arrangements and always put our client’s needs first.  Our investment team has over 100 years of combined investment experience, holds degrees from top universities and includes CFA charterholders.

We have a track record spanning over 40 years applying our investment strategies to separately managed accounts and offering services to leading SMA platforms. Each account is managed distinctly and according to the needs of each client.  Whether it’s working with consultants, pension plans, foundations, non-profits, corporations, or sub-advising mutual funds, we have the skill and expertise to manage fully customized investment solutions for small and large-scale institutional clients.  We provide institutional-quality investment management and advice to individual clients and their families. For those transitioning to retirement and/or a reliance on steady income, we provide advice and management geared towards sustainable income generation.

Our investment strategies are conservative in nature and are designed to provide current income, moderate capital appreciation, and protect principal against inflation and adverse market events. We look for high quality companies with strong management and a consistent dividend track record that are considered undervalued by the market. Some strategies use options to reduce portfolio risk and increase current income.

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