Capital Guard Investments LLC

Overview

Capital Guard Investments LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm targets individual and family clients and provides financial planning and portfolio management services, including work with small-business owners. Its fee model combines a percentage-of-AUM charge with hourly billing for certain engagements. The adviser does not position itself as an active ESG investor, is not registered as a multi-state adviser, and does not serve as a capital allocator or pension consultant. The firm has an affiliation with an insurance company.

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