Managing Portfolios

Of mutual fund, stocks and bonds with your investment objective in mind.

Since 1991 Gaugert Financial has worked with Registered Investment Advisors (RIA). We target minimum account sizes of $250,000. In this program we manage individual/joint taxable accounts, IRA and IRA Rollovers, trustee directed retirement plans, company asset management and custodial accounts. We also manage inherited assets, nonprofit, corporate and charitable assets.

Our focus is to manage money in a no load, no commission environment. We charge an advisory fee with assets held with a custodian such as Charles Schwab or Sterne Agee and Leach. We can also manage assets in nonprofit, 403(b), TIAA CREF or university plans if an outside investment advisor is allowed.