At Gulati Asset Management, our sole objective is to meet the investment needs and financial goals of each and every client.
The core philosophy that guides our firm’s specific investment policies is to provide our clients with consistent, long-term growth opportunities through proper asset diversification.
We strive to attain a thorough understanding of a client’s specific investment objectives, time horizon and risk tolerance.
Based on a client’s particular need for capital preservation, current income or future growth, we will recommend a diversified portfolio mix using asset allocation.
Our non‐commissioned fee schedule is intended to promote totally objective recommendations and client confidence.
Gulati Asset Management works diligently to provide exceptional client service and a strong history of successful results.