Gulati Asset Management

Who We Are

Gulati Asset Management LLC is an investment advisory company founded in 1998 with the singular purpose of empowering clients to achieve their financial goals through personalized investment strategies. Our team of experienced professionals understands that each client has unique investment needs and aspirations. We tailor our services to align with your individual goals, providing responsive and prudent investment management with a special emphasis on personalized service.

Our Investment Philosophy

Our investment philosophy revolves around providing clients with consistent long-term growth opportunities through proper asset diversification. We take a comprehensive approach, meticulously analyzing economic and political factors at both the domestic and international levels to assess their potential impact on various investment markets. This meticulous analysis allows us to establish value ranges, helping us determine the performance potential for your portfolio.

What Sets Us Apart

At Gulati Asset Management, we prioritize:

• Personalization: We take the time to understand your specific investment objectives, time horizon, and risk tolerance.
• Accessibility: Our senior portfolio manager is readily available to address your questions and concerns.
• Transparency: Our non-commissioned fee schedule ensures objectivity in our recommendations.
• Expertise: Our team stays ahead of industry trends through rigorous research and ongoing professional development.
• Technology: We utilize sophisticated technology and systems to safeguard your assets and streamline the investment process.

Our Commitment

Since our foundation, Gulati Asset Management has distinguished itself by providing responsive and prudent investment management with a personal touch. We are proud to manage assets for individuals, institutions, trusts, and partnerships, offering the personalized attention of a boutique firm alongside the resources of a major financial institution.

Meet Our Founder & Principal

Ramesh J. Gulati, Certified Financial Planner, founded Gulati Asset Management in 1998. With a background in finance and marketing from Boston College, he brings over two decades of experience to the industry. His unwavering commitment to personalized service and sound investment strategies has made Gulati Asset Management a trusted partner for investors seeking long-term success.