A complete list of active advisors currently associated with Guardian Partners Inc.

Warmer can help you find a great advisor at Guardian Partners Inc. or one who fits your needs even better.

Guardian Partners Inc. provides discretionary portfolio management and Outsourced Chief Investment Officer (OCIO) services to a diverse client mix. Its clients include high‑net‑worth individuals and families as well as institutional investors such as pension and profit‑sharing plans, pooled investment vehicles, charitable organizations, corporations, municipal and other government entities, and other investment advisers. The firm follows an IPS‑driven, customized investment process and uses an open‑architecture, multi‑manager model to build portfolios. An in‑house Strategies and Solutions Group conducts manager research and due diligence, and the firm implements client strategies via managed accounts and proprietary pooled funds while providing manager selection, onboarding, monitoring, rebalancing, and performance reporting. Compared with many peers, Guardian Partners operates within a broader financial group and discloses affiliations with a banking entity, a broker‑dealer, and multiple affiliated asset managers, and it has recently integrated another advisory business into its platform. It also manages pooled vehicles and provides portfolio management for institutional clients, serves a significant non‑U.S. client base, and explicitly acts as the selector and overseer of third‑party managers—features that are less common among firms in its category.

To learn more about the advisors currently working at Guardian Partners 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.