PORTFOLIO MONITORING & INVESTMENT MANAGEMENT
GEF Financial Group's major emphasis is assisting clients with the management of their portfolios. We monitor our clients accounts for diversification, quality, growth orientation, and other relevant metrics. Our securities analysis and ongoing portfolio review process helps ensure that clients' portfolios closely adhere to GEF Financial Group's discipline and have maximum potential for investment success.
RETIREMENT AND ESTATE PLANNING
We provide assistance with nearly all aspects of retirement planning for both individual and corporate clients. Related services include helping to select appropriate IRAs, establishing corporate and self-employed retirement plans, and guiding individuals faced with investment or retirement plans.
INTERNATIONAL CLIENT SERVICES
GEF Financial Group's advisors have over 70 years of combined experience in some of the world's leading financial institutions servicing the Latin American market. Through our relationship with Bolton Global Capital we now have access to multiple platforms giving clients the broadest array of non-resident tailored investments in the industry. Our strategic partnerships give us access to multiple estate planning solutions. We also offer Security Based Lending for our client's liquidity needs.
Investments
- Stocks
- Mutual Funds
- Fixed Income Securities
- Options
- Exchange Traded Funds
- Variable Annuities
- Hedge Funds
- Managed Accounts
- Life Insurance
- Individual and Group Health Insurance
Financial Services
- Financial and Estate
- PlanningTrust Services
- Cash and Credit Management
- Retirement Plan Services
- Education and Philanthropic Planning
- Restricted and Control Stock Services
- Collateralized Portfolio Lending