What We Do
We provide free and premium investment guidance to millions of individual, HNI & Corporate investors. (the site you’re on right now!). Here’s how we do it:
A relationship with us begins with a conversation.
We ask about our client’s goals and help evaluate them. We analyse each client’s financial profile, lifestyle objectives and attitude toward risk, and then develop a suitable wealth management plan. To execute the plan, we leverage the intellectual capital of our division and the network. We offer strategic and tactical asset allocation and provide a range of investment solutions including cash, fixed income, equities and alternative investments. For clients interested in brokerage services, we offer robust structuring and execution capabilities in all security and derivative products across all majormarkets. We also provide select private banking services. Through it all, we offer attentive service and personal counsel. And as a client’s goals change, we can adjust his or her wealth management plan accordingly. Alternative investments entail substantial risks and may not be suitable for all investors
We carefully select our wealth advisors and investment professionals and vet them through a stringent recruiting process. Once they join us, they begin a rigorous training curriculum that continues throughout their careers. Even experienced professionals receive unusually extensive training to help them meet clients’ high expectations. We aim to keep the number of client relationships per advisor low so that our teams can provide the focus and attention that our clients expect. Our efforts are always guided by our first Business Principle: Our clients’ interests always come first. Our experience shows that if we serve our clients well, our own success will follow. Day in and day out, GELDLICH Assets Private Wealth Management professionals remain committed to client interests, investments and service.
