You are best served when your asset management team is completely unconflicted in providing you advice on portfolio design, asset allocation, and manager selection.

We promise complete fidelity. We sit on the same side of the table as you do. We allocate assets exclusively to external managers with whom we are not affiliated. By using our scale and our scope, we are able to obtain direct access to managers we have identified as being among the very best throughout the world, many of whom are effectively closed to most other investors.

Our service includes a proprietary approach to risk assessment and management, utilizing advanced thinking from modern psychology and economics that has led to the field of behavioral finance.

We treat each engagement as unique and distinct. We are a pure service provider. We are not a vendor of products.

We are harmoniously aligned with our clients — we serve only you. When you are a client of Guggenheim, a dedicated team oversees your portfolio, reporting to you on the value of all your assets—liquid and illiquid. Your team stays closely attuned to changes in your investment goals and priorities. Whenever a question, concern, or issue arises, your team is available and prepared to work with you.