Case Study

Investment Advisor Averts Major Infrastructure Damage and Costly Downtime with FPA’s Managed Services and Backup & Disaster Recovery Solution

Investment Advisor Averts Major Infrastructure Damage and Costly Downtime with FPA’s Managed Services and Backup & Disaster Recovery Solution

Background Located in Claremont, California, Gould Asset Management, LLC is a unique registered investment advisor in that they pride themselves on their culture of superior personal service, ethical and trustworthy people, and innovative develop- ment and integration of custom software applications including their own Portfolio Information and Management System (PIMS). Gould Asset Management was founded in 1999 and oversees more than $350 million in assets on behalf of individuals, families, endowments and foundations. The Situation Instant access to information is critical to Gould Asset Management’s high quality management and administration of client portfolios. In early 2012 the firm was determined to ensure that they had a bullet-proof business continuity plan in place in

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