Gould Capital, LLC
Gould Capital, LLC is an independent, SEC-registered investment advisory firm headquartered in Tacoma, Washington. Founded as a family-run practice in 1973, it has nearly 50 years of experience serving generations of clients, primarily high-net-worth individuals and families. The firm focuses on wealth management, investment management, retirement planning, trust and estate planning, tax planning, and strategic financial advising. Gould Capital distinguishes itself through a personalized, values-based approach and multi-generational client relationships. Its team includes experienced investment management professionals and partners Gary M. Gould, John M. Gould III, and Charles J. Gould, CIMA®.
Investment Strategy
Gould Capital employs a highly personalized, values-based investment strategy. The firm prioritizes understanding each client's unique goals and values through in-depth discovery conversations, then uses behavioral finance techniques to mitigate cognitive biases during the investment process. Comprehensive ESG (Environmental, Social, and Governance) analysis is incorporated into custom portfolio construction, aiming for long-term wealth preservation while supporting responsible businesses and causes important to clients. The firm invests alongside clients, ensuring alignment of interest, and provides ongoing advisory services in addition to portfolio management, emphasizing integrity, care, and impact.
Top Holdings
Equity Positions (213)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 9.28% | $13.9M | 243,745 | $46.00 | $57.01 | +$1.5M |
I IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 8.48% | $12.7M | 106,626 | $126.38 | $119.09 | +$87.5K |
B BND | VANGUARD TOTAL BOND MARKET ETF | 8.33% | $12.5M | 169,387 | $73.39 | $73.63 | +$24.4K |
B BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 5.11% | $7.6M | 154,447 | $54.03 | $49.51 | +$105.3K |
V VWO | VANGUARD FTSE EMERGING MARKETS ETF | 4.11% | $6.2M | 124,429 | $42.00 | $49.46 | +$519.0K |