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- Custodian
- T. Rowe Price
- Clients
- Retail and Institutional
- Platforms
- Delta
- Established Date
- 06-01-1999
- Office Locations
- 1
Office Locations
About Guided Choice Asset Management, Inc.
Guided Choice Asset Management is a Reno-based investment advisor serving retail and institutional clients. The firm provides asset management and financial planning, including portfolio construction, retirement plan support, and insurance/risk management. Investment implementation is primarily through public funds (e.g., mutual funds), with experience spanning more than two decades in business and a stated focus that includes physicians.
Team overview
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CRM
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Investment Themes
Investment Vehicles
Services
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Owner & Executives
SHERRIE ELLEN GRABOT
Chief Executive Officer, Founder
- CRD
- --
- Ownership
- Less than 5%
DEIRDRE LE'AALOHALANI MYERS
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Alpha timber
Quantum zenith focus
- CRD
- #75767
- Ownership
- 24.6%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,549,648,397 | $100,888 |
| Non-Discretionary | $0 | -- |
| Total | $8,549,648,397 | $100,888 |
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Separately Managed Accounts
Total SMA Asset: $8,549,648,397
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $5,602,130,352 | 100.0% |
| Total | $5,602,130,352 | 100.0% |