Guild Investment Management is a registered investment advisor that provides active portfolio management services for individuals, high-net-worth clients, and institutions. Founded in 1978 and based in Westlake Village, California, the firm manages investments using a top-down and bottom-up strategy, focusing on global equities, exchange-traded funds, debt securities, currencies, and alternative investments. Guild tailors portfolios to different client objectives, offering strategies categorized as Global Growth, Hybrid, Income and Total Return, and Wealth Builder Dividend Income. The firm maintains full authority to make investment decisions for client accounts and partners with the Farther platform to provide advanced wealth management tools and reporting. Guild also utilizes artificial intelligence tools exclusively as research assistants to process earnings calls and market data, ensuring all investment decisions and trades receive human approval.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual management fees typically range from 0.50% to 1.50% depending on portfolio strategy (e.g., Global Growth at up to 1.50%, Hybrid at 1.00%, Income/Dividend styles at 0.75% to 0.90%). Typical annual minimum fee is $5,000. Fees are negotiable.