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Investment Management

Our goal is to set and execute your investment strategies, including protecting and growing your wealth through customized portfolio solutions and access to proprietary investment vehicles, traditional and alternative investment opportunities.

Investment services are provided by Geller Advisors, a Registered Investment Adviser with the SEC.

Service Offerings

Investment Assessment and Strategy
  • Identify your investment goals, time horizons, risk appetites and objectives to meet goals
  • Develop investment policy statement(s) to guide short and long-term investment decisions
Portfolio Creation and Management
  • Construct multi-asset portfolios with appropriate asset allocation and new, emerging and well-established managers
  • Provide access to proprietary investment vehicles and participation in compelling investment opportunities across traditional and alternative investment strategies
Ongoing Reporting and Administration
  • Provide a consolidated view of your investments, segmented by entity and/or family member as needed
  • Simplify administrative burdens related to new account openings, wire transfers, and documentation
  • Coordinate with multiple external advisors, to help meet your overall investment goals and ensure everyone is “on the same page”
 
Geller Advisors LLC is an SEC registered investment adviser. This registration does not imply any skill or training. 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 Advisors LLC), or any non-investment related services, will be profitable, equal any historical performance level(s), or prove successful. Please click here for additional information.

To learn more contact :
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Head of Investment Research & Strategy