Gould Capital, LLC

Gould Capital, LLC, a Registered Investment Adviser established in March 2019, specializes in helping clients build, manage, and preserve wealth to achieve financial goals. The firm offers discretionary investment management services, tailoring portfolios to individual client needs and goals. Investment strategies focus on maximizing return per unit of risk through diversified portfolios of equities, ETFs, mutual funds, and debt securities. Gould Capital provides ERISA 3(38) retirement plan advisory services, relieving plan sponsors of investment decisions. The firm's fee structure is based on a tiered annualized percentage of assets under management. Clients must maintain a minimum initial account value of $1,000,000, with exceptions made at the firm's discretion. Gould Capital does not engage in performance-based fees, side-by-side management, soft dollars, or directed brokerage. The firm does not have custody of client funds or securities, except for fee deduction purposes. Clients receive quarterly account statements from the custodian. Gould Capital does not accept proxy authority to vote client securities and does not have financial conditions impairing its ability to meet commitments. The firm's Code of Ethics ensures client interests are prioritized, and no compensation is received for client referrals.