GUELICH CAPITAL MANAGEMENT, LLC

Overview

Guelich Capital Management, LLC is an independent RIA that focuses on personalized wealth management for individuals and families, with supplemental services for small-business owners. The firm operates primarily on a discretionary basis and favors listed equities and exchange-traded products as the backbone of client portfolios. Its advisory mix includes financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops — services that suggest a blend of ongoing portfolio oversight with client education. The firm uses a multiple-fee approach (percentage of AUM, hourly charges and fixed fees) which allows it to tailor engagement types to client needs. Guelich Capital Management maintains an affiliation with an insurance company, which implies they can integrate insurance solutions into planning and liability management where appropriate. The firm is not positioned as a capital allocator; alternative exposures are implemented through third-party managers or liquid vehicles rather than through direct principal investing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices