Gould Ruma Financial Advisors

Overview

Gould Ruma Financial Advisors is an Ohio-registered, owner-operated limited liability company that positions itself as a small-scale advisory and capital-allocation practice. The firm lists financial planning, portfolio management for individuals and small businesses, portfolio management for business or institutional clients, pension consulting, and selection of other advisers among its primary activities. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements, which suggests flexibility in serving both ongoing advisory relationships and project-based work. The firm identifies itself as a capital allocator, which indicates it places client capital with external managers in addition to managing more traditional portfolios directly. Gould Ruma does not identify as an active ESG investor and is focused on a single-state footprint rather than multi-state operations.

Investments & Alternatives

Location & Offices