Guild Investment Management, Inc.

Guild Investment Management provides discretionary portfolio management and related advisory services to a mix of clients, including individual investors (both non‑high‑net‑worth and high‑net‑worth), profit‑sharing and pension plans, personal trusts, corporations, charitable institutions, and foundations. The firm also offers financial planning reports and tools to advisory clients and, through an affiliation with a third‑party wealth platform, can integrate account reporting and planning for clients who opt into the platform.

Investment decisions are made using a top‑down/bottom‑up framework and active portfolio management that can concentrate exposures, adjust country and sector allocations, and vary cash levels in response to market conditions. Research inputs include multiple commercially available artificial‑intelligence tools used only to assist human analysis, and portfolios may include derivatives such as options and foreign currency forwards as well as cryptocurrency‑related funds and ETFs.

Notable features compared with many peers include a weekly market commentary published on Substack with both complementary and paid subscription options, an affiliated platform arrangement that centralizes billing, reporting, and planning tools, and use of an order‑management solution to provide discretionary management for held‑away retirement and plan participant accounts. The firm’s client mix — which explicitly includes pension/profit‑sharing plans and charitable organizations — together with its publishing/subscription activity and documented use of derivatives in managed accounts, are elements that distinguish its service offering from many similarly sized advisers.