Capital Guardian, LLC is a full service wealth management firm with locations across the United States. We help talented financial advisors service their clients by providing infrastructure, technology, systems, advice and support.
Capital Guardian, LLC, exists to help financial advisors serve their clients, and only their clients. Good advisors know that their long-term success depends upon the success and satisfaction of their clients. Capital Guardian provides their advisors all of the tools necessary to match their client’s needs and goals with their investment philosophy.
Not only is Capital Guardian a client-focused firm, we’re also able to provide you with investment opportunities that you may not have elsewhere. We have what we like to call an “Open Platform”. For example, you’ll have the flexibility of choosing from more than 600 mutual fund companies, 500 separately managed accounts and a long list of fixed and variable annuities. We are also advocates of alternative investments. You can achieve true diversification by investing in asset categories beyond the stock market - like managed futures, hedge funds, private equity, REIT’s and other alternative asset classes. We also partner with credible counterparties to create attractive structured notes and equity linked CDs.
Put simply, investors choose Capital Guardian because they want unbiased advice and a multitude of products and services available for their portfolios.
