We offer retirement investment plans and fund options for new, established, and retired dental practices. Since 1966, dentists across California have trusted us to design and manage investment portfolios for themselves and their staff. Founded by Californian dentists, our investment professionals use their knowledge of the dental industry to design and manage personalized retirement plans that give you peace of mind.
Our investment team continuously monitors your retirement plans' performance and adjsut to ensure that your funds are put to maximum use. Whether you're just starting your practice or have been established for years, we tailor each plan to your individual and practice's needs. Our staff is committed to ensuring your future is the best possible. Our organization was founded by dentists to help other dentists throughout California achieve a worry-free retirement.
The design of every plan is guided by our familiar knowledge of the dental industry. Our independent structure means that our staff is dedicated to working in your best interests and ensuring you receive world-class service.
Our investment team continuously monitors your retirement plans' performance and adjsut to ensure that your funds are put to maximum use. Whether you're just starting your practice or have been established for years, we tailor each plan to your individual and practice's needs. Our staff is committed to ensuring your future is the best possible. Our organization was founded by dentists to help other dentists throughout California achieve a worry-free retirement.
The design of every plan is guided by our familiar knowledge of the dental industry. Our independent structure means that our staff is dedicated to working in your best interests and ensuring you receive world-class service.
Services
Our Board of Directors includes volunteer, dentist-only members who have invested in the CDG Guild.
Board members receive no compensation for the administration, supervision and management of our financial advisors and investment portfolio options.
I joined CDG in 1978 because I knew investing was important, but I had no investing experience.
I felt comfortable knowing that there was an extra layer of dentists, just like me, overlooking my investment options.
I knew that while nobody can predict investment outcomes, the CDG was an organization that was interested in the wellbeing of their dental investors.
Board members receive no compensation for the administration, supervision and management of our financial advisors and investment portfolio options.
I joined CDG in 1978 because I knew investing was important, but I had no investing experience.
I felt comfortable knowing that there was an extra layer of dentists, just like me, overlooking my investment options.
I knew that while nobody can predict investment outcomes, the CDG was an organization that was interested in the wellbeing of their dental investors.
For me, California Dentists Guild has eliminated whatever worry I would have had about retirement investing.
Our not-for-profit organization was founded by dentists in California.
This focused approach and knowledge of the dental industry makes CDG a great partner when planning for a secure retirement.
We pool our investments to leverage programs that provide greater value while maintaining individual accounts, giving you access to institutional funds at a lower cost not normally available to the retail public.
Our not-for-profit organization was founded by dentists in California.
This focused approach and knowledge of the dental industry makes CDG a great partner when planning for a secure retirement.
We pool our investments to leverage programs that provide greater value while maintaining individual accounts, giving you access to institutional funds at a lower cost not normally available to the retail public.
The staff at the Guild is very supportive and always there to help with any questions I have regarding the administration of my retirement plan.
Elizabeth Clark is our Chief Executive Officer.
In this executive role, Ms. Clark assists the Board of Directors in the coordination and management of our members' retirement investment portfolios.
Ms. Clark has been with us for 17 years and has been in the investment industry for nearly 30 years.
She is originally from the East Coast and graduated from Washington University in St. Louis with a degree in Sociology, and two minors in Business and Women's Studies.
Elizabeth Clark is our Chief Executive Officer.
In this executive role, Ms. Clark assists the Board of Directors in the coordination and management of our members' retirement investment portfolios.
Ms. Clark has been with us for 17 years and has been in the investment industry for nearly 30 years.
She is originally from the East Coast and graduated from Washington University in St. Louis with a degree in Sociology, and two minors in Business and Women's Studies.
The California Dentists' Guild has been a one-stop-shop for all my retirement planning needs for 17 years.
Great investment options, full service from bookkeeping to filing taxes, a knowledgeable staff, and low fees.
CDG offers several retirement investment plan and fund options for new practices, established practices and retired dentists.
With our online account set up, you can create an IRA account in minutes, and know that online advice is available on all accounts at no cost to you.
A 401(k) is a defined contribution retirement plan established by an employer for the benefit of employees.
Great investment options, full service from bookkeeping to filing taxes, a knowledgeable staff, and low fees.
CDG offers several retirement investment plan and fund options for new practices, established practices and retired dentists.
With our online account set up, you can create an IRA account in minutes, and know that online advice is available on all accounts at no cost to you.
A 401(k) is a defined contribution retirement plan established by an employer for the benefit of employees.
The quality of our advice and services is of the utmost priority.
We vet each of our financial partners to ensure you always receive world-class solutions.
Our independent structure means our professionals only work in your best interests, with no hidden agenda.
Matrix Trust Company is the custodian for the IRA account.
Matrix Trust is a Colorado State chartered non-depository trust company and a wholly owned subsidiary of Matrix Financial Solutions and Broadridge Financial Solutions (NYSE:BR).
We vet each of our financial partners to ensure you always receive world-class solutions.
Our independent structure means our professionals only work in your best interests, with no hidden agenda.
Matrix Trust Company is the custodian for the IRA account.
Matrix Trust is a Colorado State chartered non-depository trust company and a wholly owned subsidiary of Matrix Financial Solutions and Broadridge Financial Solutions (NYSE:BR).
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