Overview

Delivering performance, risk management, product research and a key focus on our client's financial objectives are part of our investment philosophy. Guardian Asset Management is licensed as a non-bank financial institution, regulated by the Central Bank of Trinidad & Tobago . The company is also licensed as an Investment Advisor regulated by the Trinidad & Tobago Securities & Exchange Commission.

The company was born out of the Investment department of Guardian Life, after managing its billion dollar portfolio for more than a decade. At Guardian Asset Management, we offer a unique professional service that allows clients to create, build and preserve wealth with our innovative investment solutions. This service includes asset allocation, diversification and frequent re-balancing of portfolios, building blocks that form the foundation of any sound long-term investment strategy. With our specialized mix of services which include our Private Wealth Executive Services and Mutual Funds, our investment team is committed to ensuring that your goals are met whether it be saving for retirement or preparing for a child's education.

FIND OUT MORE ABOUT FACTA

The Foreign Account Tax Compliance Act (FACTA) was enacted by US Congress on 18th March 2010 as part of the Hiring Incentives to Restore Employment (HIRE) Act. It is therefore US Law. This means that under FATCA, US financial institutions must withhold a portion of payments made to Foreign Financial Institutions (FFIs) that do not agree to identify and report information on US Persons who are account holders. FFIs have the option of entering into agreements directly with the US Inland revenue Service (IRS), or through one of the two alternative Model Intergovernmental Agreements (IGAs) signed by their home jurisdiction.

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Foreign Account Tax Compliance Act (FACTA) Advisory

The Foreign Account Tax Compliance Act (FACTA) was enacted by US Congress on 18th March 2010 as part of the Hiring Incentives to Restore Employment (HIRE) Act. It is therefore US Law. This means that under FATCA, US financial institutions must withhold a portion of payments made to Foreign Financial Institutions (FFIs) that do not agree to identify and report information on US Persons who are account holders. FFIs have the option of entering into agreements directly with the US Inland revenue Service (IRS), or through one of the two alternative Model Intergovernmental Agreements (IGAs) signed by their home jurisdiction. 

Guardian Asset Management Ltd. encourages you to seek advice from an independent tax advisor should you need assistance in understanding the scope of these new reporting requirements, and the consequences on non-compliance.

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Guardian Asset Management celebrates 10 years

Ten years ago on April, 10th, 2003, we opened our doors to the public with our Private Wealth Management Service and we have since grown to provide a full suite of mutual fund solutions for Risk Management and Returns. We thank our valued clients for the opportunity to be of service and look forward to our continuing partnership towards your dreams and aspirations.

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