Financial Advisors

We work with several major investment firms that each offer years of professional investment experience and specialized knowledge to our beneficiaries and their families. The funds in our flagship trust, the Guardian Pooled Trust, are invested with Vanguard, a company managing over $3 Trillion who offers consistent performance at a lower cost. 

Our investment advisors take a personalized approach when making investment recommendations and understand the importance of analyzing each beneficiary’s situation.  Many of our accounts are individually managed so we will connect your account with the right advisor.

Do you have specific questions regarding our investments?  Contact us today and we will connect you with one of our investment advisors to discuss investment options for you or your client.

727-210-1185 or Email us.