An Investment Advisory Company
Where Solid Performance Begins with Personal Service
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 promotes totally objective recommendations and client confidence.
Gulati Asset Management has earned a reputation for providing exceptional client service and a strong history of successful results.
Our firm is located in the Two hundred year old Captain Christopher Godfrey House On South Main Street, A prestigious area of Historic Providence. The details included in these pages symbolize not only our history of solid asset management, but also our attention to the details of each client's portfolio.
Ramesh J. Gulati CFP
Campbell & Company, CPAs, PA is a full-service CPA and financial services firm. We are held to a fiduciary responsibility to our clients. This is important when seeking counsel for your financial.