Our Services Investment Advisory

 

Guggenheim Investment Advisory focuses on the needs of independent investment
advisors, private banks and trust companies, foundations, endowments, and single and
multi-family offices.

These entities draw from Guggenheim’s research, asset management, portfolio construction, risk management and operational capabilities.


Guggenheim Alternatives Platform

A web-based platform that enables advisors to build and implement customized hedge fund portfolios for their clients by connecting them to Guggenheim Investment Advisory’s deeply researched menu of hedge fund managers, along with thematic guidance and support.


Comprehensive Wealth Platform

An end-to-end wealth management solution, with an emphasis on alternatives, that gives advisors the ability to address each clients’ individual investment needs, yet scalable to handle the full spectrum of client types. Through a partnership with us, advisors gain access to our legacy of experience in asset allocation and manager selection, with an emphasis on alternative investing, coupled with our global resources and operational efficiencies.


Consulting

Asset Consulting Group, LLC is an award winning provider of traditional investment consulting services to investors including healthcare systems, pensions, foundation, endowments, insurance and large single and multi-family offices. Our traditional consulting services include capital market research, asset allocation and asset/liability monitoring, manager identification and related due diligence and monitoring, along with performance measurement.

Guggenheim Investor Services, LLC is a member of FINRA and SIPC.
View a summary of our Business Continuity Disclosure