Geier Asset Management is proud to be affiliated with the following organizations:
Fidelity Institutional Wealth Services
Fidelity Clearing and Custody Solutions
is a leading provider of trading, custody and brokerage services to Registered Investment Advisors, Trust Institutions and Third Party Administrators. The company is able to leverage the capital, resources and expertise of the Fidelity organization, one of the world’s largest financial services companies, on behalf of its clients. This includes access to a comprehensive set of products and services, innovative investment tools and research, an integrated brokerage and trust platform, and dedicated client service professionals – all designed to help its clients thrive by growing their businesses, more effectively meeting customer needs, and enhancing operational efficiency and profitability. Fidelity Institutional Wealth Services custodies more than $2.1 trillion in assets on behalf of nearly 3,900 clients, as of March 2019. For more information about Fidelity’s services, please visit https://www.fidelity.com/
American Institute of CPAs (AICPA)
Founded in 1887, the American Institute of CPAs
(AICPA) is the world’s largest member association representing the accounting industry and has more than 394,000 members in 128 countries.
Financial Planning Association (FPA)
The Financial Planning Association
(FPA) is the largest membership organization for certified financial planners (CFPs) in the U.S. Founded in 2001, the FPA now has a nationwide network of close to 100 chapters.
Maryland Association of Certified Public Accounts (MACPA)