Guardian Plus Inc

Overview

Guardian Plus Inc. is a small advisory corporation that serves both individual and institutional clients. Its advisory services emphasize discretionary portfolio management alongside non-discretionary advisory and pension consulting work for businesses and small institutions. The firm charges a mix of percentage-of-AUM, hourly and fixed fees, and does not identify as an active ESG investor. Investment activity leans toward traditional pooled products for core exposures and selective use of third‑party alternative managers for real estate allocations. Guardian Plus Inc. shows a modest scale of operations, positioning itself to deliver tailored portfolio management rather than scale-dependent institutional offerings. The firm’s filings list portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services as its core advisory activities, indicating a blend of individual wealth management and institutional-plan advisory work.

Assets & Accounts

Investments & Alternatives

Location & Offices