A complete list of active advisors currently associated with GuideSource Capital Management, LLC

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

GuideSource Capital Management is a small independent advisory firm that provides discretionary portfolio management to individual and high‑net‑worth clients. The firm documents each client’s goals and risk tolerance in an Investment Policy Statement and conducts asset selection, allocation, and ongoing portfolio monitoring. The firm uses a wide mix of analytical methods—charting, cyclical, fundamental, quantitative, modern portfolio theory, and technical analysis—and pursues long‑term and short‑term trading alongside options strategies. Its investable universe includes mutual funds, equities, fixed income, real estate funds, annuities, commodities, Treasury‑inflation‑protected bonds, and ETFs (including precious‑metals ETFs), and it may employ covered and uncovered options. Distinctive operational features include a requirement that clients custody assets at Schwab Institutional and the use of Schwab’s institutional trading, custody, research and technology resources, which can include soft‑dollar benefits that may create potential conflicts of interest. The firm also offers a standalone portfolio analysis and rebalancing engagement for clients who prefer not to enter an ongoing advisory relationship, reflecting its small, discretionary practice serving a limited number of accounts.

To learn more about the advisors currently working at GuideSource Capital 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.