At Guardian Capital Advisors, LLC, (GCA, LLC) we use our knowledge and expertise to help our clients maintain and enhance the buying power of their assets over time. We believe in establishing long-term, trusting relationships with our clients and always aligning our interests with theirs. We are advocates for our clients and accept our role as a fiduciary.
What differentiates our investment philosophy from the majority of other firms in the industry is a focus on risk management, as compared to one centered around relative return on investment. While all investors are happy when their investments rise in value, they take no solace in "outperforming" the markets by losing "less than" the broad indices during declines. We believe in creating investment strategies that have the potential to participate in upside movements when possible, but having flexibility to preserve capital when shifts occur.
GCA, LLC has three primary areas of concentration:
For individuals, GCA, LLC offers a number of services covering all stages of life, including family financial planning and estate planning. For businesses, GCA, LLC maintains a core competency in Profit Sharing 401(k) plans, specializing in consulting, plan management and education for this client base.