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INDEPENDENT, REGISTERED INVESTED ADVISOR (RIA)

What is an RIA?

Experience a different kind of

relationship

 

 

A Registered Investment Advisor (RIA) is aprofessional advisory firm that offers personalized financial advice and portfolio management.

 

We work with portfolios ranging from simple to complex that require highly customized investment management, strategy, and consultation.

 

We are independent and privately owned. We act only in the best interest of our clients not for those of a corporate parent.

 

We act in a fiduciary capacity for our clients.

 

 

 

BENEFITS OF AN RIA

Experience a different type of

advisory relationship

 

 

Tailored Advice Based on Your Goals

We believe that our independence is key to offering advice that's based on what is important to you.

 

A Different Type of Advisory Relationship

We form close relationships with our clients and acting as a fiduciary we have a strong sense of accountability.

 

Your Portfolio is Custodialized by Major National Firms

We use independent custodians such as TD Ameritrade and ScottTrade—to safeguard our clients' accounts.

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Geiger Wealth Management Copyright © 2014. All Rights Reserved. John Hancock Center 875 N. Michigan Ave. Suite 3100 Chicago, IL 60611Phone: (312) 448-7234 Fax: (312) 268-5500