A complete list of active advisors currently associated with Gould Tactical Growth LLC
Warmer can help you find a great advisor at Gould Tactical Growth LLC or one who fits your needs even better.
Gould Tactical Growth LLC provides discretionary investment management, investment consulting, and model/asset-allocation services to a small, selective client base that includes high‑net‑worth individuals, trusts, other investment advisers and pooled investment vehicles. Like many independent advisers, it primarily charges asset‑based fees for discretionary portfolio management, but its roster is concentrated toward institutional and advisory clients rather than mass‑market retail households. The firm implements a concentrated growth equity approach using the CAN SLIM screening process and a blend of fundamental and technical analysis, typically holding a limited number of positions focused on small‑ and micro‑capitalization growth companies. Portfolios are actively timed and rebalanced under discretionary authority, and the firm also issues trading signals and model updates to outside advisors and program sponsors. What distinguishes the firm from many peers is its engagement with pooled investment vehicles and institutional clients, including a consulting arrangement that can involve performance‑based compensation, and its provision of model portfolios to program sponsors for implementation in separate managed account platforms. The firm operates with modest assets and few clients, concentrating risk and exposures by design, and maintains a code of ethics and stated procedures to address conflicts arising from its institutional and performance‑linked relationships.
To learn more about the advisors currently working at Gould Tactical Growth 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 |
|---|---|---|
Phoenixville, PA
| 22
|
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