Our Services
Guerra Investment Advisors offers investment services customized for your needs:
Endowments and Foundations: Guerra Investment Advisors offers world-class endowment and foundation services.
Guerra Investment Advisors provide expert investment management services to endowments and foundations. We ensure that investment and spending policies match with current and future commitments and also offer specialized administrative and reporting capabilities.
We have the experience to help you with the development of your charitable foundation. Our dedicated professionals have an in-depth understanding of the requirements of board members, professional staff, and other key constituents. We have served as board members with numerous non-profit organizations. By leveraging our experience, Guerra Investment Advisors strives to help our clients realize their goals and leave a lasting legacy.
Individuals: Guerra Investment Advisors is a practice that specializes in meeting the complex, financial challenges of individuals and their families. Investment advice is tailored specifically to meet complex financial challenges, which may include:
- Managing sizable retirement assets
- Diversifying from a concentrated stock position
- Exercising corporate stock options
- Transferring wealth to future generations
- Integrating philanthropic and investment goals
Professionals and Institutions: Our investment practices offers many years of business and investment experience to small and mid-sized businesses, professionals, business owners and their management teams.
Our investment team is experienced in forming strong relationships with our clients' attorneys, accountants, and other professionals. These relationships help to ensure that each client's strategy is both comprehensive and seamlessly executed.
A dedicated portfolio manager, backed by the Guerra team of investment specialists will work with you to ensure your needs are met.
Charitable Gift Services: Guerra Investment Advisors offers comprehensive investment advice to planned giving programs. We have a unique understanding of the relationship between charitable organizations and their benefactors.
Our clients include private, educational, and cultural institutions as well as social service organizations.
Working in partnership with charitable institutions, we offer comprehensive integrated services distinguished by:
- Understanding donor needs and expectations
- Premier trust, custody and technology capabilities
- Timely, accurate record keeping and reporting
- Legal and Accounting alliance relationships
- Investment strategies that encompass broad asset class representation
- Asset allocation expertise which recognizes the critical importance of supporting long-term institutional goals while providing acceptable current income levels
- Disciplined investment processes
- Superior investment products with broad asset class representation
Retirement Services: Guerra Investment Advisors offers retirement plan services, including profit sharing, 401(k) and 403(b) plans as well as other customized retirement plan solutions.
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