We specialize in financial and estate planning, investment portfolio management and a number of aggregated financial services to high net worth individuals, small business owners, institutions, select foundations, and endowments.
We run segregated, disciplined portfolios which are customized to each client’s needs.
Our Specialties:
- Portfolio Management
- Tax Efficient Strategies
- Retirement and Estate Planning
- Fee Based Investment Solutions
- Corporate & Personal Money Management
Our business has been built by referrals. Referrals are always welcomed. Minimum Portfolio qualification is $500,000 per account.
Clients Can Choose Between:
Advisor Discretionary - Managed Portfolio Account Program (MPA)
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.
Meridian Program
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.
References:
Want references from current clients? Please email us and we would be glad to send them along to you.