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.
- 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.
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.