Guardian Investment Management is dedicated to building long-term relationships with
clients and making sure that their financial futures are secure through sound portfolio
management and financial planning. The company specializes in three areas:
We also offer specialized financial services created specifically for the entrepreneur investor.
For more information click here.
We Can Help You
Financial Planning helps individuals secure adequate capital for major financial events in
their lives while minimizing their tax burdens from investment gains. Comprehensive
financial planning creates a “roadmap” to achieving one’s goals and objectives. We can
assist you with planning for:
It is crucial that events such as these and others are carefully planned out. We want our
clients to feel secure about their financial futures. Take the next step, contact us.
Separately Managed Fixed-Income Portfolios can benefit retirees that are looking for a
means of generating income while preserving capital or individuals in high income tax
brackets looking to earn tax free income using municipal bonds. Take the next step,
contact us.
Separately Managed Equity Income Portfolios strive to maximize the benefit of the 15%
capital gains tax on qualified dividends available until 2010. This product can fit individuals
whose financial situation leaves them with investable assets that will be subject to taxation
while in the financial markets. Take the next step, contact us.
Our Vision
At Guardian Investment Management, we look at financial planning as a long-term
collaborative relationship centered upon our clients’ vision for the future, and we strive to
provide the best portfolio management services available. We are committed to helping our
clients develop and work toward financial goals designed to help them realize their life’s
dreams.
clients and making sure that their financial futures are secure through sound portfolio
management and financial planning. The company specializes in three areas:
- Separately Managed Fixed-Income Portfolio Management
- Separately Managed Equity Income Portfolio Management
- Financial Planning
We also offer specialized financial services created specifically for the entrepreneur investor.
For more information click here.
We Can Help You
Financial Planning helps individuals secure adequate capital for major financial events in
their lives while minimizing their tax burdens from investment gains. Comprehensive
financial planning creates a “roadmap” to achieving one’s goals and objectives. We can
assist you with planning for:
- Retirement
- College
- Private education
- Long-term care
- Emergencies
- Large cash outlays (vacations, second homes, etc.)
It is crucial that events such as these and others are carefully planned out. We want our
clients to feel secure about their financial futures. Take the next step, contact us.
Separately Managed Fixed-Income Portfolios can benefit retirees that are looking for a
means of generating income while preserving capital or individuals in high income tax
brackets looking to earn tax free income using municipal bonds. Take the next step,
contact us.
Separately Managed Equity Income Portfolios strive to maximize the benefit of the 15%
capital gains tax on qualified dividends available until 2010. This product can fit individuals
whose financial situation leaves them with investable assets that will be subject to taxation
while in the financial markets. Take the next step, contact us.
Our Vision
At Guardian Investment Management, we look at financial planning as a long-term
collaborative relationship centered upon our clients’ vision for the future, and we strive to
provide the best portfolio management services available. We are committed to helping our
clients develop and work toward financial goals designed to help them realize their life’s
dreams.
| Guardian Investment Management, LLC ("GIM") is a registered investment advisor in the State of Maryland. GIM may only transact business in those states in which it is registered, or qualifies for an applicable exemption or exclusion from such state's registration requirements. GIM will not render investment advice to any individual unless it is first registered in the individual's state of residence or unless it satisfies an applicable exemption or exclusion from such state's registration requirements. GIM's website is limited to the dissemination of general information pertaining to its financial planning and portfolio management services. Accordingly, GIM's website on the Internet should not be construed by any consumer and/or prospective client as GIM's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. GIM's specific advice is given only within the context of our contractual agreements with each client. Advice may only be rendered after the delivery of Form ADV-Part II (investment advisor's disclosure document) and the execution of an agreement by the client and GIM. Form ADV Part II is available upon request from GIM. Inherent in any investment is the risk that the investor will lose his or her entire investment, prices will fluctuate, and dividends, rates of return and yields will change. Investment results cannot be predicted or projected with any certainty and gain or income realized on past investments may not necessarily be an indicator of future results or be repeated in the future. GIM does not make any representations or warranties as to the accuracy, completeness, or relevance of any information or opinion prepared by any unaffiliated third party provider, whether linked to GIM's website or incorporated herein. All such information is provided solely for convenience purposes and all users thereof should be guided appropriately. |
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