A complete list of active advisors currently associated with Guzhuna Asset Management

Warmer can help you find a great advisor at Guzhuna Asset Management or one who fits your needs even better.

Guzhuna Asset Management provides discretionary and non-discretionary investment management along with comprehensive financial planning and wealth advisory services to high‑net‑worth individuals, trusts, estates, family offices, and businesses, and also offers retirement planning and business succession consulting. The firm is newly registered and, in its brochure, states it has not yet commenced managing client assets. The firm combines fundamental, quantitative, and macroeconomic analysis to construct diversified portfolios that may include equities, fixed income, ETFs, private investments, structured products, and derivatives used for hedging or efficient exposure. Guzhuna notes that derivatives may be employed in client portfolios and that it may enter into performance‑based fee arrangements with qualified clients, with policies intended to mitigate related conflicts. Guzhuna is affiliated with an insurance agency and may recommend insurance products, including annuities, through that affiliate, a relationship the brochure discloses as a potential conflict of interest while noting clients are not required to purchase through the affiliate. The firm also highlights pension and Social Security optimization in its retirement services, indicates it may work with corporate and pension/profit‑sharing plan clients, and offers planning on flat‑fee or hourly bases — characteristics that are less common among comparable investment‑manager firms.

To learn more about the advisors currently working at Guzhuna Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.