GUIDED CHOICE ASSET MANAGEMENT, INC.

Overview

Guided Choice Asset Management, Inc. is an independent registered investment adviser organized as a corporation and operating since 2002. The firm serves both individual and family clients as well as institutional plan sponsors, with advisory capabilities that include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Guided Choice implements advice on a discretionary basis and leans heavily on pooled public funds and third-party managers as the primary vehicle for client exposure. The firm does not position itself as an ESG specialist and is not identified as a multi-state adviser. Its fee arrangements include percentage-of-assets and fixed fees alongside other fee structures, suggesting a mix of advisory programs to match different client segments. Guided Choice is not classified as a capital allocator, which aligns with its reliance on external managers and public funds rather than direct principal investments.

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Public Holdings

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Location & Offices