Guggenheim Investment Advisors, LLC provides investment advisory services on both discretionary and non-discretionary bases to individuals and institutional clients. The firm tailors its investment strategies to match each client's specific objectives, guidelines, and risk tolerance. Using a combination of fundamental and technical analysis, Guggenheim Investment Advisors evaluates various vehicles including mutual funds, exchange-traded funds, hedge funds, private equity, and private debt. In addition to traditional wealth management, the firm specializes in quantitative investment strategies, utilizing derivatives, futures, and hedging techniques to manage directional risks for institutional and insurance company clients. The firm generally requires a minimum account size of $25 million.
Fee Structure
Guggenheim Investment Advisors charges management and advisory fees that are calculated monthly and billed quarterly in arrears. Fees are based on the average capital base or notional amount of specified transactions, as outlined in the client's advisory agreement. Specific percentage fee rates are negotiated directly with clients.