A complete list of active advisors currently associated with Gould Capital, LLC
Warmer can help you find a great advisor at Gould Capital, LLC or one who fits your needs even better.
Gould Capital provides discretionary investment management and consulting to individuals (including high‑net‑worth clients), foundations, estates, trusts, and employer‑sponsored retirement plans, and also offers non‑securities advice on estate planning, insurance, real estate, and annuities. The firm reports about $175 million in assets under management across 146 client relationships and typically requires a $1,000,000 minimum account opening, with exceptions at the firm’s discretion. The firm runs proprietary, in‑house strategies and gives clients direct access to the team that performs research and makes investment decisions, building diversified portfolios with defined maximum position sizes and periodic rebalancing. Gould Capital combines fundamental analysis and mutual fund/ETF selection with less common elements cited in its brochure — use of game‑theory principles in position evaluation and income‑strategy overlays intended to limit downside risk while enhancing total return — and generally manages accounts on a discretionary basis. Distinctive features relative to many peers include formal ERISA 3(38) fiduciary plan management, under which the firm can select and replace plan investments, provide quarterly monitoring reports, and assist with participant education, thereby relieving plan sponsors of certain fiduciary duties. Operationally, the firm uses Black Diamond for performance reporting, aggregates related family accounts for fee purposes (and may exclude concentrated stock positions from fee calculations), practices that can materially affect reporting and fee outcomes for clients.
To learn more about the advisors currently working at Gould Capital, 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.
Name |
Location |
Years of experience |
|---|---|---|
Tacoma, WA
| 23
| |
Tacoma, WA
| 20
| |
Tacoma, WA
| 29
|
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