We
work closely with our clients to help them identify both their personal
and financial goals, and to implement and monitor the strategies that
we have developed for them. In our view, proactive advice is the key to
fulfilling our commitment to our clients.
The success of Geddes
Wealth Advisory Group is deeply anchored in applying a team approach
which relies on our commitment to working with our clients as unique
partners, requiring individually tailored solutions, and structured
strategies which empower them to make informed decisions.
Our Process
With
over 30 years experience in advising clients, Andy and his team have
found that focusing more on the process and to a lesser degree on the
individual investment, is crucial to successful portfolio management. In
simple terms, "It’s not what you do, but how you do it”
The
systematic management of risk, liquidity, and tax efficiency is
paramount to the success of any long-term investment plan. By employing
strategies that hedge existing investments, we reduce portfolio
volatility, while generating additional income for our clients. The
proper strategic combination of investments allows us to create
synthetic or hybrid investments that address specific portfolio
objectives.
The Relationship
Our
practice uses both an Investment Policy Statement and a Service Policy
Statement to ensure that both the client and advisor expectations are
aligned. Transparent account reporting, when reviewed regularly, is
invaluable in monitoring the successful execution of a client’s plan.
We
are committed to advising our clients in an honest and professional
manner which exceeds their expectations and industry standards. We
believe strongly in the importance of family values, the enjoyment of
life and the value of friendship. Our practice is structured around
these values and we endeavor to emphasize the utmost integrity and
courtesy when working with clients.
