Planning, building, and protecting a financial nest egg requires a lot of expertise. Not only is the world of finance complex and ever changing, but it is full of pitfalls, including bad decisions, taxes, inflation, and regulations. Anyone who does not have the time, inclination, or expertise to properly manage their own money and financial portfolio can benefit from the services of Geier Asset Management.
We specialize in helping people deal with the financial aspects of life-altering occurrences such as retirement, job change, death of a spouse, inheritance, and sale of a business. We know that every client has unique and specific goals, dreams, and circumstances. We work hard to know our clients and tailor our asset management process to suit them. If you’re looking for a money manager in Maryland, look no further than Geier Asset Management.
Observing and understanding the constantly changing market environment is a very time consuming task. Subsequently, selecting investments that will benefit from the opportunities that these changes offer is even more difficult. At Geier Asset Management, we have developed the expertise and gained the experience to construct a well-structured portfolio for you to proactively manage your money. In addition, we will monitor its progress in light of your investment and life goals.
We have a full-service investment team of experienced money managers at your disposal. Our eight-member investment committee, assisted by support staff, allows us to provide our clients with extensive investment knowledge and an unrivaled level of service. We provide proprietary and customized portfolios, ensuring the necessary diversification to our clients. In addition, the use of exclusive, specialized separate account managers and private equity platforms offer access to unique strategies that retail investors would otherwise be unable to obtain.
We offer a wide range of investment advisory options, including:
Getting a grasp on your financial situation is an overwhelming task for many individuals and families. However, it is essential develop a comprehensive financial plan that will help keep your finances organized, while guiding you towards making the right decisions. Achieving personal, family, and business oriented goals is much easier and more realistic if a detailed plan is in place. Clients often struggle to get organized; they also find it difficult to understand how the various aspects of a financial plan are related.
At Geier Asset Management, there are several Certified Financial Planners™ dedicated to assisting clients in devising, implementing, and monitoring a financial plan.
We focus on the following areas:
We understand the importance of preparing for the future—through the implementation and integration of a comprehensive financial plan, effective management of an investment portfolio, and strategic tax planning. Our team has been helping clients reach their financial goals for almost two decades, while many members have been in the industry for over thirty years. The knowledge and experience of our staff combined with our all-inclusive capabilities place us in the upper echelon of financial advisors and money managers in Maryland. We are located in Marriottsville, near Baltimore, Columbia, and Ellicott City, but can work with anyone looking for experienced money managers in the great state of Maryland.