The Gwynedd Company is an investment advisory and brokerage firm providing high-quality, customized management services to individuals, families, and organizations.
We focus on providing exceptional employee benefit solutions to organizations, as well as individually-tailored investment and financial services to individuals, families, entrepreneurs, non-profit organizations, and institutions. We seek to understand the personal goals and unique circumstances of our clients, designing every program or portfolio - indeed every decision - to meet those specific needs.
Our organizational clients include retirement plans, for-profit companies, and tax-exempt charitable organizations. The size of our client relationships generally range from portfolios totaling less than $1,000,000 to those with tens of millions of dollars earmarked for investment.