Geo Vest Advisors Inc
245 Willowbrook Office Park, Fairport, NY 14450
Hours open
Monday:
8:00 AM - 4:00 PM
Tuesday:
8:00 AM - 4:00 PM
Wednesday:
8:00 AM - 4:00 PM
Thursday:
8:00 AM - 4:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
About the Business
Geo Vest Advisors Inc is a finance institution located at 245 Willowbrook Office Park, Fairport, New York, United States. As a fee-based investment advisor registered with the SEC, we specialize in managing individual portfolios of marketable stocks, bonds, and money market instruments for a variety of clients, including financial institutions, charitable organizations, pension accounts, and individual personal and retirement accounts.
Our approach combines thorough financial statement analysis, proprietary industry models, product analysis, and macroeconomic analysis to assess a company's risk profile and potential for stock market outperformance. We offer two types of balanced account management that draw heavily on economic and cycle analysis, providing specific recommendations for securities within specified guidelines.
In addition to day-to-day portfolio management, we provide services such as aid with investment policies, discussions on economic trends and investment strategies with Management and the Board, and preparation of accounting and compliance reports. Geo Vest also offers services for reviewing Financial Performance, Asset Allocation, Portfolio Analysis, and Asset/Liability Management as needed.
Our philosophy is centered around the idea that perspective allows investors to forecast the effect after the cause, helping them understand the true implications of news and events in the market. We believe in analyzing industries and companies for potential barriers to exit, as coined by Harvard professor Michael Porter, and recognizing the paradoxes that exist in the financial world.
At Geo Vest Advisors Inc, we strive to provide comprehensive and insightful financial services to help our clients navigate the complexities of the market and make informed investment decisions.
Reviews
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