Private Equity Investments
Unlike most traditional asset classes that are liquid, private equity is highly illiquid. Private equity is not for the risk-averse investor because of the potential loss of capital. However, the risk/reward trade off of private equity investments makes it a potential asset class for the appropriate investor. Similar to our hedge fund platform, our private equity channel is limited to accredited and qualified investors. If you are unsure if you qualify for access to private equity investments please feel free to contact us.
Our Approach to Private Equity
Since private equity investment are illiquid, we believe investors should expect to be rewarded for sacrificing this liquidity with the potential for meaningful returns. Therefore, if we are going to allocate your money to private equity deals we seek to identify entrepreneurs and managers with a unique vision, competitive advantages, scalable products, and an organizational infrastructure that will be able to fully utilize your capital investment.
Ultimately, it is our goal with this allocation to generate returns that exceed investment in traditional asset classes and also offer returns that are independent to the broader market. Investment to private equity serves as a diversification tool because of its low correlation to traditional asset classes. Gains from this form of investment will most likely be from liquidity events such as when the underlying companies are sold, repositioned or profitability is achieved. It is for this reason that there is much uncertainty for investors in private equity because streaming valuations are not readily available as they would be in owning a stock or bond. Qualified investors seeking this high risk, high reward investment must understand the long time horizon associated with these ventures. Private equity is an alternative strategy that will aim to complement the traditional core strategies centered around fixed income and publicly traded equitysecurities. We will seek opportunities in real estate, healthcare, media, communications, and technology sectors. Our private equity offering will come through the following two channels:
- Direct company investment as limited partners
- Private equity funds
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.
CHOOSING GEIER AS YOUR PRIVATE EQUITY INVESTMENT ADVISOR
Geier Asset Management has been navigating the financial markets for over 15 years. As a 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.
Along with private equity investment, we also offer investment advisory options for:
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, which allows for tax-efficient investing. 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 in Howard County, Maryland, look no further than Geier Asset Management. Call us today to speak with an advisor about private equity investments.