A complete list of active advisors currently associated with Gaur Asset Management, Inc.

Warmer can help you find a great advisor at Gaur Asset Management, Inc. or one who fits your needs even better.

Gaur Asset Management, Inc. is an independent, state-registered investment adviser that provides personalized portfolio management and financial planning to individuals, trusts, charitable organizations, non‑financial business entities, and retirement plans. The firm implements client-specific solutions through customized portfolios, firm-developed model portfolios, or predetermined strategies depending on client needs. The adviser predominantly manages client accounts on a non‑discretionary basis, informing clients before executing transactions, and focuses on a risk/return‑optimized asset allocation using mutual funds and exchange‑traded funds as primary instruments. Accounts are monitored continuously with periodic rebalancing, and the firm states it will typically make fewer than a dozen trades per year under normal market conditions. Distinctive features include a relatively small client roster and roughly $45 million in assets under management managed non‑discretionarily, which results in a higher degree of client involvement than is typical for independent solo advisers. The firm’s long tenure, the principal’s advanced academic background, and use of an institutional custody and trading platform (TD Ameritrade Institutional) further characterize its operational approach.

To learn more about the advisors currently working at Gaur Asset Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.