About Us
Capital Guardian, LLC
Capital Guardian, LLC is a regional investment/brokerage firm, serving the eastern United States. We help talented financial professionals set up independent practices by providing infrastructure, technology, systems, advice and support.
Our Mission Statement:
Capital Guardian’s mission is to liberate and empower investors and advisors.
Our Vision Statement:
Capital Guardian’s vision is to provide infrastructure, technology, advice and support to free-thinking professionals as they build effective, client-focused investment practices.
Our Core Values:
Client-focused
– we don’t answer to management, we answer to our clients; our clients trust us to be diligent stewards of their money; integrity and responsibility are two of Capital Guardian’s greatest assets, and we are committed to protecting them
Play to strengths
– where we have expertise, we use it; where we don’t, we find it
Open-architecture
– we are a free-thinking, knowledge cooperative; we are open to new ideas; our practices are dynamic and change/develop/morph to best serve clients
Diversification
– we believe that all investors should have access to all opportunities; we will seek out investment opportunities in the most responsible ways
Unsurpassed tools
– we have and will continue to find and develop the best tools and technology available