About Us

Guelich Capital Management LLC is a registered investment advisor (RIA) that exists to provide our clients with the confidence that their financial lives are in order and a well-planned strategy exists for the future.  Our clients are busy at work or busy at play and desire an integrated approach to all facets of their financial lives.

We build and implement customized strategies for our clients to help them accomplish their goals and live their dreams.  Organization of all the details and a disciplined logical approach to investment decisions are the first step.  Financial success is a journey, not a destination. There must be a plan to measure and record progress and to make necessary adjustments periodically.

Successful investors consistently apply an investment discipline to avoid emotional decision-making.  No strategy is perfect, but you can minimize mistakes by adhering to a strategy.  We have a dynamic pro-active approach to portfolio management with a plan if things go right and a plan if they don’t.  We follow fundamental as well as technical research and design a personal investment strategy to reach each client’s goals.

We believe in educating our clients so that they can make informed decisions about their money.  We do this through regular client communication, seminars, articles, and market updates.

We have developed strategic alliances with professionals in related fields to fully serve our clients` needs.

We would welcome the opportunity to discuss our investment philosophy and wealth management process with you.