Guggenheim Investment Advisors (GIA) offers investment advice to individuals, entities, and insurance companies. GIA manages investments based on client objectives, guidelines, and risk tolerance in separately managed accounts. GIA also implements quantitative investment strategies, including hedging and event-driven strategies, primarily through derivatives transactions, and provides ongoing evaluation and monitoring of these strategies.
Assets Under Management$520M
Clients23
Advisors3
Avg. per Client$23M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$25M
Investment management only (planning not offered)
Guggenheim Investment Advisors (GIA) offers investment management services to wealthy individuals. Fees are calculated monthly and billed quarterly, based on the average capital base. Fees are negotiable.
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