Portfolio Design for a Challenging Economic Climate

In designing your investment portfolio, GP seeks to help you identify the appropriate balance of risk vs. reward. Along with managed accounts and mutual fund programs from some of the industry's leading investment firms, we also leverage in-house competencies and capabilities to deliver expanded investment options.

We build, manage and monitor a variety of sophisticated investment portfolios that preserve the conservative direction of our firm while maximizing our ability to help you respond to today's economy. Our risk management techniques provide many alternatives to tailor your shortest path to financial independence.

In order to best serve our doctor clients, Guidant Planning’s Asset Management program features a variety of managed account and alternative investment options (hedge funds, real estate) to increase our ability to manage taxable and qualified accounts and introduce additional asset classes uncorrelated with existing investments.

Our Investment Management administers various types of accounts with diverse investment goals, including:

  • personal, trust and business accounts
  • 401(k) plans, IRA, defined benefit and defined contribution retirement plans
  • institutional accounts

GP believes that the financial goals of some clients - or at least a portion of client assets - are not well suited for the potential volatility of stock and bond market fluctuations. In these cases, we will recommend stable principal investment vehicles that are offered by government, bank and insurance companies.

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