Gifford Fong Associates

Overview

Gifford Fong Associates is an individual-owned corporate registered investment adviser that has been SEC-registered since 2007. The firm focuses on portfolio management for businesses and institutional clients and bills on a percentage-of-assets-under-management basis. It is not flagged as a multi-state adviser, does not act as a capital allocator, and is not identified as a pension consultant or related adviser in the source data. On the investment side, the firm's ADV indicates a clear preference for exchange-traded equities. The firm is not designated as an active ESG investor in the dataset, though its public filings show a large position in an ETF marketed with "responsible" indexing exposure (see Public Holdings).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices