Appointments

CALL US: (310) 826-8600

Facebook-f Linkedin Twitter Subway
Guild ADV Part II
Client Relationship Summary
Investment Advisory Client Login

Mission

Guild Investment Management has over the decades developed a network of seasoned research analysts and portfolio managers around the world who specialize in researching and investing in specific industries, sectors, countries, and companies.

1.

Our Process

  • Top-down analysis of global social, political, economic, technological, and demographic trends
  • Global travel to visit countries and companies and identify investment opportunities
  • Bottom-up research and in-depth analysis
  • Active risk management

Risk Exposure Evaluation

Manage Position Risk

  • Active risk management through continuous evaluation of portfolio positions
  • “Buy and hold” does not work in all market environments; employ position tracking and analytical routines to identify periods of distribution
  • Only publicly traded, liquid investments considered

Manage Portfolio Risk

  • Flexibility to reduce exposure when risk/reward ratio does not meet criteria
  • Flexibility to hedge portfolio exposure with instruments that protect against inflation, such as precious metals, commodities, equities, and ETFs (that may pay low or no income)
  • Maintain liquidity in portfolio

2.

Manage Portfolio Risk

  • Use third-party custodian for all assets
  • Review execution and clearing procedures before initiating trades in local markets
  • Maintain audit trail of trade activity
  • Reconcile daily portfolio activity with custodian

3.

Idea Generation

Identify Opportunity

  • Macroeconomic analysis
  • Industry contacts
  • Research reports
  • Search for catalysts

Investment Selection

Select Method for Gaining Exposure

  • Review investment thesis
  • Target specific region, country, industry, sector, or company
  • Identify vehicle, including equities, bonds, and currencies
  • Conduct fundamental analysis via contacting company spokespeople, research analysts, suppliers, and competitors, and reviewing financial statements and regulatory filings
  • Review risk/reward: target minimum 3:1 potential total return to perceived downside risk
  • Maintain liquidity within entire portfolio

4.

5.

Investment Execution

We provide fully discretionary investment portfolio management services to U.S. and foreign persons with individual accounts, pension, and IRA accounts, as well as domestic and foreign investment companies. We study the world, do the homework, make strategic asset allocations, and make buy and sell decisions so our clients don’t have to.

Types of Investments

For our managed accounts, Guild seeks to find opportunities for appreciation and income in:

  • Stocks in U.S.- and non-U.S.-based companies
  • ETFs and index shares of U.S. and foreign markets and commodities
  • Foreign currency deposits or forwards
  • Other foreign-currency-denominated securities such as bonds, cash equivalents, index shares, or derivatives instruments

Client Commitment and Reporting

Our support staff will deliver accurate and timely performance reports that you will find intelligible and useful. We will send you quarterly written descriptions of our investment outlook, including our views on interest rates, markets, and important social, political, and economic events that can impact portfolio performance.

Monitor & Review

Maintain, Increase, or Reduce Exposure As Appropriate

  • Active monitoring of news, events, research, and global markets
  • Continual review of risk/reward
  • Strict loss-cutting mechanism

6.

Schedule your review

Request Information

What is a fiduciary?
Contact Us

Get Started

Guild Investment Management

12400 Wilshire Blvd, Suite 820 Los Angeles, CA 90025

 1 310 826-8600

 guild@guildinvestment.com

 Mon-Fri 6:30-4:30

Global Market Commentary

Market Commentary

© 2024 All rights reserved Guild Investment Management.

Facebook-f Twitter