For Over 40 Years
Since 1976, Guardian Investment Management has been offering value-oriented investment management & advice to individuals and institutions.
As a Fiduciary, we offer independent and unbiased investment management free from quid-pro-quo arrangements and always put our client’s needs first.
Our investment team has over 100 years of combined investment experience, holds degrees from top universities and includes CFA charterholders.
What We Do
Risk-Aware Investment Strategies
Our investment strategies are conservative in nature and are designed to provide current income, moderate capital appreciation, and protect principal against inflation and adverse market events. We look for high quality companies with strong management and a consistent dividend track record that are considered undervalued by the market. Some strategies use options to reduce portfolio risk and increase current income.
Form ADV Part 2
Financial regulations require that we disclose information about our firm on an annual basis. Download our Form ADV Part 2 here.
We’re committed to protecting your privacy. Learn more about how we protect your personal information.