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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.

Geller Advisors Insights

"As volatility continues, we discuss the potential pitfalls of “temporarily de-risking” and some potential solutions to shift risk without jeopardizing upside.... Read More

"Since our February 26 update equity markets have been very volatile to both the up and downside. We discuss what has changed and how investors should be responding.”... Read More

"Given the rapid equity market sell-off driven by COVID-19 (“Coronavirus”), we share our view on market returns and volatility.”... Read More

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 best-in-class managers, with a focus on performance, cost efficiency and after-tax returns
  • 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 ("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.