Upon appointment, Guardianship Services of Seattle begins a comprehensive analysis and planning process that includes:

Complete assessment of the client's financial position

Assessment of current and future needs of client in consultation with the client, family and professionals

Analysis of the financial demands on available funds

Development of an overall asset management plan

Often, a new client's assets are already invested appropriately, and it is necessary only to manage these accounts. At other times, with a newly funded trust for example, funds become available that need to be properly invested.

In all cases, GSS adheres to the "Prudent Investor Rule" when evaluating investment recommendations. 

Sometimes GSS is requested to use a broker or money manager that is familiar with the client or family served. Our policy is to approve such a broker for the account if they are prudent investors and understand that all trade activities need to be communicated to and approved by GSS prior to any purchase of sale.