Guild Investment Management
Guild combines decades of global, research-driven portfolio management with Farther's advanced digital capabilities, blending in-depth market analysis with cutting-edge technology to optimize your investments.
Guild Investment Management
Our personalized approach
At Guild, we combine five decades of market expertise with Farther's cutting-edge technology to protect and grow your wealth. Our team stays vigilant to risks and opportunities, focused on your complete financial picture — balancing daily needs and long-term goals — while managing your portfolio with the same care we give our own.
Client Focus
Retirees | Multi-Generational Families | Business Owners | Pre-Retirees Areas of Expertise Goal Alignment | Asset Allocation | Investment Management Locations Served Nationwide
About us
Wealth advisors who understand your needs Our vigilant team stays focused on your complete financial picture — balancing daily needs and long-term goals — while managing your portfolio with the same care we give our own. What keeps you up at night? Every investor faces concerns about their financial future. Whether it's market volatility, retirement readiness, or preserving wealth for future generations, we're here to address what matters most to you.
- I'm worried a market crash could wipe out my retirement savings. How can I protect what I've built?
- With inflation and market volatility, will my money last throughout retirement?
- How do I balance growth with preserving wealth for my children and grandchildren?
- The markets seem overvalued — should I move to cash and wait for a correction?
- What's the best way to educate my family about wealth management before they inherit?
Our guiding principles
Real people, not robots
Forget phone trees and algorithms. At Guild, you can connect directly with the team managing your wealth.
Active eyes on markets
We don't just monitor your money — we actively protect and grow it by spotting opportunities.
Your goals drive us
No one-size-fits-all solutions. Your unique needs guide every decision we make for your financial future.
Wisdom meets innovation
Decades of experience, combined with today's best planning tools, creating the ideal approach to your wealth.
Grow throughout your financial life
Farther meets you where you are in your wealth building journey, always focused on connecting you to greater wealth opportunities. We scale with you as your family and financial complexity grows.
Financial Planning
Transform financial complexity into a clear, purposeful strategy that grows alongside your life — aligning your current reality with your future ambitions through a dynamic, holistic approach that turns uncertainty into confidence.
Your all-in-one financial ecosystem
Our Intelligent Wealth Platform brings your financial world into a trusted, single-view, with technology natively built to avoid the limitations of legacy wealth management institutions. Your information and accounts are protected with the highest levels of data security and compliance.
Deep Integration With
Pershing, Apex, Schwab, Fidelity, and 90+ additional custodians
Complete Financial Operation System
AWS Security & Privacy and Plaid Connectivity
Effortless control+−
Gain a comprehensive view of your financial landscape — banking, investments, lending, insurance, and more — all organized on one platform.
Streamlined collaboration+−
Share specific financial data with your CPA, attorney, and family members — promoting transparent and collaborative wealth management.
Centralized document hub+−
Store every financial document in one organized, secure, and easily accessible location.
Cash management+−
Our intelligent system continuously monitors your bank accounts — maintaining your liquidity, while ensuring excess cash is efficiently invested and working to increase your wealth.
Save time and hassle+−
Find answers and perform financial tasks swiftly with just a few clicks, from anywhere, at any time.
Investments tailored to you+−
With modular investment options from Farther Asset Management and exclusive partners, you and your advisor can personalize your portfolio for your needs.
Our team, focused on your results
Intelligent wealth technology empowers our trusted advisors and market experts to more effectively advance your financial goals at key life moments.
A higher standard of wealth advice
We understand that advisor relationships can sometimes fall short of expectations. Our approach transforms common pain points into proactive solutions, delivering a seamless, elevated client experience.
Clear, consistent communication
Tax-intelligent portfolio design
Disciplined, long-term investing
Proactive estate planning
Regular insights and clarity
Ready to talk?
Simply fill out this commitment-free form to begin. We look forward to getting to know you.