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Modern Portfolio Theory: Good or Bad?

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At Guardian Capital, LLC, we are committed to helping you achieve financial clarity and security. With personalized guidance, trusted expertise, and a focus on your goals, we provide the tools and support you need to plan confidently for today and the future.

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(724) 934-3080 (Fax)

109 VIP Drive Wexford, PA 15090

[email protected]

Office Hours

Monday – Friday: 9:00 AM to 5:00 PM

Saturday & Sunday: Closed

Advisory services offered through Guardian Capital, LLC, an SEC Investment Advisory Firm.
Clients may engage our firm on a fee basis, an hourly basis or a product commission basis. Please review the ADV Part 2A. For more information and a copy of the prospectus and/or ADV Part 2A, please contact Guardian Capital, LLC. Please read carefully prior to investing.
Investment return and principal value will fluctuate so that upon redemption an investor’s shares may be worth more or less than original value. An investor should carefully consider the objectives, risks, charges, and expenses.
Guardian Capital, LLC and Greg Miller and Associates are affiliated companies.
Guardian Capital, LLC and The Elder Law Offices of Shields and Boris are not affiliated.
Certified Public Accountants (CPAs) are of counsel to the firm. Form ADV Part 2A, Client Relationship Summary

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