We run segregated, disciplined portfolios which are customized to each client’s needs.
Our business has been built by referrals. Referrals are always welcomed. Minimum Portfolio qualification is $500,000 per account.
This program establishes a direct relationship between you and Geoff as your accredited Portfolio Manager. Day-to-day investment decisions are made on a discretionary basis by Geoff in accordance with a clearly documented Investment Policy Statement based on your needs and goals.
A customized fee-based advisory program that provides a traditional investment relationship without commissions. You are involved in the day-to-day investment recommendations within your portfolio.
Fee schedule available upon request.
Want references from current clients? Please email us and we would be glad to send them along to you.