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Investment Management

Our goal is to build carefully constructed portfolios that offer diversification and improved risk-adjusted returns with cost efficiency. Our experienced team tailors investment solutions to a range of clients including individuals, families, foundations and endowments. By taking the time to understand the intricacies of our clients' financial profile, we can help streamline countless tasks and mitigate potential risks.  Our integrated approach seeks to align investment, tax, philanthropic and wealth transfer strategies. Investment services are provided by Geller Advisors, a Registered Investment Adviser with the SEC.

Geller Advisors Insights

It might be a slow process, but taking the time to establish the right contacts has helped Geller Advisors’ Jonathan Barbato and Robert Wedeking find managers who share their long-term perspective....Read More

Service Offerings

Outsourced Chief Investment Officer
  • Access a seasoned investment team with significant resources and expertise
  • Develop and maintain an investment policy statement with your input to guide all of your investment decisions
  • Structure portfolios and recommend investments based on strategies and manager selections customized to your specific needs
  • Construct multi-asset investment portfolios focusing on high quality, best-in-class managers, cost efficiency and after-tax returns
Communications, Reporting and Administration
  • Generate consolidated reporting that promotes transparency and a holistic review of your financial profile
  • Simplify administrative burdens related to new accounts, wire transfers and investment documentation
  • Coordinate with your other advisors as required to ensure effective implementation of your financial plan
Proprietary Solutions
  • Access proprietary investment vehicles that facilitate exposure to compelling alternative investment opportunities
  • Pursue diversification from traditional investment strategies with lower minimums and less complexity than direct investments
  • Complement traditional portfolio allocations with less correlated alternative investment strategies in:
    • Hedge funds
    • Private equity secondaries
    • Special opportunities
Wealth Transfer
  • Create multi-generational succession plans
  • Pursue continuity of lifestyle and wealth goals for heirs
  • Investigate opportunities for tax efficient distributions
  • Provide individualized education to family members on wealth strategies and policies
Geller Advisors LLC ("Geller") is an SEC registered investment advisor. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Geller), or any non-investment related services, will be profitable, equal any historical performance level(s), or prove successful. Please click here for additional information.