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.
Geoff Marshall Wealth Management Group