OUR SERVICES

Investment Advisory in Punta Gorda, FL

At Geier Asset Management, we have developed a broad array of strategies intended to benefit our clients based upon their individual investment goals. We offer our own proprietary models as well as custom portfolios consisting of individual securities and/or mutual funds. In addition, we have selected an array of separate account managers who have demonstrated an expertise in obtaining investment success in very specific asset classes, as well as private equity opportunities.

We offer a wide range of investment advisory options for residents of Punta Gorda, including:

About Our Investment Advisory Services in Punta Gorda

Our investment advisory service is governed by an eight-member committee that is responsible for analyzing the economic landscape and finding quality long-term investment opportunities for our clients. Years of experience, advanced degrees and certifications, and an all-inclusive platform through Fidelity, have contributed to our investment advisory infrastructure that has serviced our clients for over 15 years.

Learn more about our investment advisory services below, or contact us today to speak with an advisor.

Diversified Portfolios for Punta Gorda Homeowners

A collection of proprietary, diversified model portfolios serve as the core of our offerings. Ranging from conservative to ultra-aggressive, the diverse group of strategies that our models offer benefit our clients. Our open architecture platform via Fidelity grants our clients access to the entire investment universe: individual stocks and bonds, mutual funds, and ETFs. If we identify a quality opportunity for our clients, we have the ability to invest in it.

Separate Account Managers for Punta Gorda Homeowners

In addition to our diversified model portfolios, we have exclusive access to separate account managers. Our preferred SMAs provide a very unique and specialized strategy to our Punta Gorda area clients, functioning as a supplemental investment. Some of the strategies include:

  • High-yield short duration fixed income
  • Strategic municipal bond laddering
  • Various hedge fund offerings, (such as distressed credit, long/short equity, event-driven, global macro, and multi-strategy)

Private Equity Investments

Lastly, our more sophisticated investors seek an alternative to traditional asset classes. We have the distinct ability to provide access to private equity investments. Our investment committee has years of experience in sifting through the financial viability and scalability and the organizational strength for a private equity deal. These investments add diversification to our clients’ portfolios and are considered high risk. As a result, we are seeking outsized returns with these investments.

Fee-Only Investment Advisors Near Punta Gorda

Geier Asset Management has been navigating the financial markets for our Punta Gorda area customers for over 15 years. As a fee-only Registered Investment Advisor, we respect and embrace our duty to put our clients’ interests above all other relationships and deal fairly and honestly with them. Our single incentive is to grow your portfolio as quickly as possible, while mitigating risk along the way. Our independent structure allows us to act in your best interest at all times, which instills a level of trust in our clients unmatched by large brokerages.

Although effective investment advice will lead to the growth of assets, every decision made must also be scrutinized from a financial and tax planning perspective. To the benefit of our clients, Geier Asset Management also has financial planning and tax departments, both with numerous CFP®s and CPAs on staff. Client portfolios are designed in unison with these departments, ensuring that your complete financial situation is taken into consideration prior to investment. This comprehensive level of service separates us from other RIAs, as well as the large, financial institutions.

If you are looking for an independent, trustworthy investment advisory team located near Punta Gorda, look no further than Geier Asset Management. Call us today to speak with an advisor.