Our Firm

Guelich Capital Management LLC exists to provide our clients with the confidence that their financial lives are in order and a well-planned strategy exists for the future. Our clients are busy at work or busy at play and they desire an integrated global approach to all facets of their financial lives.

Private Money Management is the centerpiece of our services to our clients. Our goal is to protect and grow client wealth whatever the current market conditions. Our Investment Philosophy is built on the belief that we have been in a secular bear market for the past decade and it may last several more years. Successful investors consistently apply an investment discipline. We have developed a five-step process to filter information and guide investment decisions.  A logical, organized approach to the markets helps avoid the extremes caused by emotional decision-making.  No strategy is perfect, but you can minimize mistakes by consistently following a process.

Ours is a dynamic pro-active approach to portfolio management with a plan if thing sgo right with the trade and most importantly a plan if things don’t go right with the trade. We believe that losses are very destructive to a portfolio and it is easier to find a new opportunity than to recover a significant loss. We follow fundamental as well as technical research and design a personal investment strategy to reach each client’s goals.

Connie Guelich is the creator of The Private Wealth Guardian™, a unique process to integrate all facets of a client’s Financial World. It helps clients see where they are today and to clarify their goals and dreams for the future. We build and implement customized strategies for our clients to help them accomplish their goals and live their dreams. Financial success is a journey, not a destination. There must be a plan to measure and record progress and to make necessary adjustments periodically. Our 90 Day Focus Call keeps our PWG clients on track.

“That which is measured improves, that which is measured and reported improves dramatically!” Dan Sullivan, Founder, CEO & President of The Strategic Coach

Wise Women Leave a Legacy offers women the opportunity to connect with other women who are interested in learning about money in monthly small group meetings. Created by Connie Guelich in 2007, this study is designed to empower women to take charge of their Financial World.

Communication is important to us at GCM. We believe in educating our clients so that
they can make informed decisions about their wealth. We do this through personal client meetings, seminars, workshops, articles, teleconferences, and periodic market updates.

Our strategic alliances with professionals in related fields help us to fully serve our clients’ needs.

We would welcome the opportunity to discuss our investment philosophy and wealth management process with you.

Contact Connie Guelich

Phone: 540-772-4545
Fax: 540-772-9441
Email: info@guelichcapital.com