Gould Asset Management

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 its orchestrating an IRA rollover from a former employer, working with a clients 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 investm...