Privacy. Security. Terms of Use.

All the legal stuff you want to know

Is your money securely invested with honest, reputable people? It is at GuidedChoice Asset Management. We are a federally registered investment advisor and a wholly owned subsidiary of, Inc. As such, we have a fiduciary obligation to act in your best interest, rather than our own. It is our legal duty to give the advice that is best for you. Our advice methodology is so solid; we hold a patent for it. (U.S. Patent No. 6,154,732 )


We use your personal financial information to develop advice and portfolio recommendations that are right for you. We do not sell or share your information with anyone outside the company and we never will.


Third parties may use cookies, web beacons, and similar technologies to collect or receive information from your website and elsewhere on the internet and use that information to provide measurement services and target ads.


Users can opt-out of the collection and use of information for ad targeting at this site.


We obsess over security and regularly perform ongoing security audits to ensure we continue to meet the highest standards at all times. We use 128-bit SSL encryption to safeguard you and your financial information. Our secure servers are protected 24/7 by Entrust.

Verified by Entrust Datacardentrust-logo


We like to think we are so transparent you might run into us (like a really clean glass door…) You can learn all about us, from the SEC’s point of view, by reading our most recent disclosure document.


Terms of Use

GuidedChoice Asset Management is an SEC registered investment advisor and a wholly owned subsidiary of, Inc. By using this website, you agree to accept our Terms of Use and Privacy Policy.


Get in touch

Corporate Headquarters

8910 University Center Lane, Suite 400
San Diego, CA 92122
[email protected]

Customer Support

[email protected]

Business Partner Inquiries

1-888-675-4532 x 103
[email protected]