A complete list of active advisors currently associated with Gould Asset Management LLC

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

Gould Asset Management provides discretionary investment management to individuals, retirement plans, trusts, foundations, and other institutional clients, with a mix of accounts managed on both a discretionary and non-discretionary basis. The firm does not hold itself out as a financial planning provider and offers limited, ancillary consultation services only on an unsolicited basis. Gould’s investment approach emphasizes long-term, risk‑aware diversification, cost control, and tax sensitivity while tailoring strategy selection to client objectives and constraints. Implementation includes a range of public-market strategies (including a covered‑call Equity Index Plus approach and dividend growth equity portfolios) as well as the use of derivatives overlays and, in some accounts, borrowing/margin arrangements and cash‑secured option positions to manage concentrated holdings or produce income. Distinctive features include access for qualified clients to illiquid private investments (RE LLCs and PE funds) and the use of performance‑based fees tied to certain real estate investments, which are established and disclosed prior to client participation. The firm also engages third‑party services for class‑action claim filing on behalf of clients and explicitly describes options, interval funds, and private‑market illiquidity and fee arrangements in its disclosures, reflecting a broader set of implementation tools and private offerings than many peers.

To learn more about the advisors currently working at Gould Asset Management LLC, 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.